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17 Commits
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| 1a44133a63 |
@@ -129,3 +129,7 @@ DataProtection-Keys/
|
||||
# Secrets
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||||
appsettings.secrets.json
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*.pfx
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# Local task tracking
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||||
TODO.txt
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TODO.txt.bak
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||||
@@ -1,226 +0,0 @@
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||||
Shop Management App TO DO List
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||||
==============================
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||||
-Add feature to prep for events where we can generate coupons or gift certificates in bulk
|
||||
|
||||
Duplication refactor memory
|
||||
C:/Users/spoul/.codex/memories/powdercoatingapp-refactor-plan-2026-05-07.md.
|
||||
|
||||
Current memory
|
||||
C:/Users/spoul/.codex/memories/powdercoatingapp-quote-sync-extracted-2026-05-07.md
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||||
|
||||
|
||||
|
||||
-Google review request email after a job
|
||||
-Check my ChatGPT chat about surface area for a few solid ideas for the system
|
||||
-Fix up approve/decline messages between customer and user on quote approval feature
|
||||
|
||||
Done and need testing
|
||||
=====================
|
||||
-Add sorting to all grids
|
||||
-Add searching to all grids
|
||||
-Add Workers to the system
|
||||
-Allow jobs to be assigned to workers
|
||||
-Add Shop Job Board display to show in the shop
|
||||
-Added quick edits on a few pages
|
||||
-Fix job page customer drop down. It's only showing business names and not individuals
|
||||
-Add country drop down on customer edit and add pages
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||||
-Conver customer once quote accepted not complete
|
||||
-Add Dashboard page
|
||||
-Low Inventory Warnings display
|
||||
-Overdue jobs
|
||||
-Todays Jobs
|
||||
-new quote button on customer page doesnt pre-select customer
|
||||
-Add customer job history page
|
||||
-Profiles can now change from a light theme to a dark theme as well as other appearance changes
|
||||
-Date format can be customized per profile
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||||
-Timezone can now be changed per profile
|
||||
-Have company logos stored in the database with the other company information
|
||||
-Add Company Name under Logo in navbar
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||||
-Make logo bigger
|
||||
-Update create quote page to show names of individual customers or company name depending on which type it is
|
||||
-Validate that the company has entered operating costs before allowing the quote page to be loaded
|
||||
-Make phone number and contact required on quotes for new prospects
|
||||
-Move the create quote button to the right side of the screen to be consistent with other pages
|
||||
-Add setting for tax exempt on customer
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||||
-Added tax certificate upload as well
|
||||
-Add shop minimum to quoting system and company settings
|
||||
-Add Rush Job Fee (customizable in company settings)
|
||||
-Add ability to quick change the status on the job listing and record who changed the status.
|
||||
-Deactivating company should NOT allow any users to login at all.
|
||||
-Allow superadmins to create company users/managers
|
||||
-Add a print quote button
|
||||
-Add a download PDF button for quotes
|
||||
-When adding users, also create worker records
|
||||
-Add quick update to all view pages
|
||||
-Add Mobile layouts
|
||||
-Fix a few text pieces on the dashboard page that did not invert properly when dark mode was selected
|
||||
-Add ability to upload job photos
|
||||
-Allow photo uploads for jobs before and after photos
|
||||
-Added Log Viewer
|
||||
-Added Seed Data option for super admins that will assist during testing
|
||||
-Add an item list with prices for repeat parts and such
|
||||
-Add manual data seeding that super admins can use to seed a company one at a time if needed
|
||||
-Add Log Viewer for Super Admins
|
||||
-Quotes cleaned up quite a bit and calculations and style changed
|
||||
-Approving a Quote will now auto-create a Job and link back to the quote it came from.
|
||||
-Job Items now appear on the Job Screen with the line items from the quote
|
||||
-Job items can be edited
|
||||
-Add a way to convert a quote into a job
|
||||
-Add multiple item types to add to a quote
|
||||
1. Pre-Defined item that we can choose from our product list
|
||||
2. Batch items where we enter the square footage manually as well as the quantity
|
||||
-Add Quickbooks import for customers and price lists (Desktop and Online)
|
||||
-Custom Order Powder not saving or displaying properly on quuote page
|
||||
-Added ability for Companies to define their own Job Status, Job Priority, and Quote Status' via Company Settings > Data Lookups
|
||||
-Add Randomizer Wheel
|
||||
-Add Quickbooks format export for
|
||||
-Customers
|
||||
-Product Catalog
|
||||
-Invoices
|
||||
-Quote for Product Catalog Item is only selecting items from Powder Coating, need all items
|
||||
-Add a Shop Supplies operating cost that will be used on quote calculations
|
||||
-Fix Quote screen, only Powder showing in item dropdown. Need to get all items in an IsCoating category showing up.
|
||||
-Update everywhere that uses tax rate to read and use this setting
|
||||
-Add ability to export a full price list for known items
|
||||
-Add tracking for all changes and show change history on view page. Possibly in a hidden grid or modal
|
||||
-Update the inventory screen to not duplicate color name fields and the like
|
||||
-Add option for metric system
|
||||
-Add Bulk Upload for
|
||||
-Powder
|
||||
-Product Catalog
|
||||
-Customer Data
|
||||
-Add an Appointment engine and Calendar. Also show Maintenence tasks that are scheduled on it
|
||||
-Allow shops to put employee days off on the calendar as well
|
||||
-Fix and Verify user permissions are honored
|
||||
-Run a full security check on the application
|
||||
-Add support for multi stage coatings on an item
|
||||
-Fix Seed Data routines to track errors better and continue past error imports
|
||||
-Add ability to complete a job and enter actual time and materials used
|
||||
-Add export for all data to CSV format
|
||||
-Check calendar resizing with the browser. It's off a bit
|
||||
-Add ability to apply discounts
|
||||
-Remove powder from inventory when completeing a job
|
||||
-Add color change ability for appointment types
|
||||
-Add code to honor the rush charge on a quote
|
||||
-Add options to quote for Sandblasting, Masking, Chemical Strip, Outgas, Phosphate Wash, Degrease
|
||||
-Add ability to add sq ft to product catalog item for powder estimation
|
||||
-Add better UX design for validation errors and such
|
||||
Option 1: Change "ModelOnly" to "All" (1 line change) - Shows all validation errors at top of form in red alert box
|
||||
- User would have seen: "The field Estimated Minutes must be between 0 and 10,000"
|
||||
Option 2: Add inline validation (more complex)
|
||||
- Show error messages right next to the problematic field
|
||||
- Better UX but requires adding validation spans to dynamic fields
|
||||
|
||||
Option 3: Toast notifications (requires new library/code)
|
||||
- Modern popup notifications for success/error messages
|
||||
- Would need to add a toast library (like Toastr) and wire it up
|
||||
-Add Import/Export for Company Settings
|
||||
-Allow Super Admin to modify permissions for company admins in case we add any in the future, or if anything gets messed up we can fix it!
|
||||
-Allow recurring scheduled maintenance
|
||||
-Let's show scheduled maintenence on the job schedule as well. At the top of the screen
|
||||
-Make sure maintenence shows on the calendar list view.
|
||||
-Add viewing quotes on the customer details page so we can see all quotes/jobs for a given customer to make things easier to find.
|
||||
-Add support for multiple ovens in operating costs
|
||||
-Display oven selected on quote and job detail pages
|
||||
-Allow user to choose an oven on a quote, and have it follow through to a job
|
||||
-Check for any old and outdated code and DB fields!
|
||||
-Add ability to email a quote
|
||||
-Add email capabilities
|
||||
-Add search on super admin companies screen
|
||||
-Set limits on job photos per app tier
|
||||
-Check subscription signup page to make sure the selected subscription is actually saved.
|
||||
-Don't seed the product catalog on a new user
|
||||
-Check to make sure subscription page has quotes and all fields on it
|
||||
-Allow customizing of the quote sheets and invoices (If we do them)
|
||||
-Add feature to allow username changes
|
||||
-Fix quickbooks imports based on files Colton sent
|
||||
-Add thicker border around input fields to signify they are text boxes
|
||||
-Check to make sure emails get sent when a quote is created
|
||||
-Add buttons to send emails manually if needed
|
||||
-Modify price calculations to prompt for service times (ie... sandblasting, oven cure times, outgas times etc)
|
||||
-Add ability to modify items on jobs
|
||||
-Swap quoting page to use modals to add items to segregate it a bit better.
|
||||
-Build account ledger/transaction summary view
|
||||
-Add security for financial pages
|
||||
-Allow opening balances for accounts
|
||||
-Create P&L and other reports
|
||||
-Allow receipet upload on expenses and bills
|
||||
-Download PDF for invoices throws and error
|
||||
-Emailing invoice doesn't seem to trigger
|
||||
-When a customer record has email notifications turned off, disable any email buttons that may send one and alert the user that this customer is set to have notifications turned off.
|
||||
-When doing anything that sends mail, prompt the user to alert them a message will be sent
|
||||
-Create a setup wizard for new users that will walk through system setup. Allow re-running later.
|
||||
-Check Workflow steps in wizard, might need adjusting
|
||||
-Account Summary, use permanent alert for info message at bottom
|
||||
-Add steps so that the new user can customize the data lookups and re-order them
|
||||
-Reorder menu to work better
|
||||
-Add ability to print a job invoice once completed
|
||||
-Add ability to email a job invoice
|
||||
-Integrate invoicing/billing/reports
|
||||
-Add customer portal to approve quotes from a link for now. We can do a full login later.
|
||||
-Need a complexity score for quoting parts (Simple, moderate, complex, extreme)
|
||||
-Add tagging options for quotes and jobs (user driven)
|
||||
-Can we also add this tag system to quotes and jobs to allow users to tag themselves and we can use that data later as well? We'd have to add a good
|
||||
description of WHY the user should add some tags though.
|
||||
-Inventory forecasting might be worth looking into
|
||||
-Build some AI powder usage predictions into the system
|
||||
-AI Production Scheduling - Batching enough parts together to fill the oven automagically
|
||||
-Update dashboard to show some $$$ fields
|
||||
-Update Setup Wizard
|
||||
-Update the Setup Checklist
|
||||
-Modify system to keep running balances of all accounts
|
||||
- Make sure ALL job updates refresh the Shop Display
|
||||
-Add multiple item types to add to a quote
|
||||
AI Agent item where we upload a picture and it will calculate the approximate sq ft and quote from that
|
||||
-Integration with stripe or square to accept online paymens from our users customers.
|
||||
-AI Assistant for help
|
||||
-Allow customer filtering on quotes and jobs
|
||||
-New job page blanks when validation fails
|
||||
-Can we keep track of which users have completed the setup wizard?
|
||||
-Make sure we're tracking logins. I see a user logged on, but the company health page states they have never logged in.
|
||||
-Allow printing blank work orders (model after the SCP Powder Coating blank work order)
|
||||
-IDEA: Print powders to use on work order with their QR code so they can be scanned right from there and usage recorded.
|
||||
-Add ability to save a quoted item to the product catalog either from an AI Photo Quote or from the calculated item
|
||||
-Add images to product catalog items for easily identification of parts
|
||||
-Look into possibly having AI scan a product catalog and suggest prices for items.
|
||||
-Add Oven and Add Blasting Setup don't work in Setup Wizard
|
||||
-When scanning inventory QR Code, there is no cancel button
|
||||
-Bug: When scanning Inventory QR Code, if not logged in...it takes you to the dashboard after login, not our inventory scanning screen
|
||||
-Add SMS capabilities
|
||||
-Lookup not working 100% correct. If I type columbia as the manufacturer and a color name....it's finding blackmamba from prismatic incorrectly.
|
||||
-Lookup Modal not showing ALL matches. Maybe make scrollable
|
||||
-Pickup cure information from TDS Sheet if not found by AI Search
|
||||
-ON AI Photo Quote page, when the AI info comes back we should scroll the modal window down so it's visible. It's not clear that new info has been added to the modal for all customers
|
||||
-Inventory Lookup not always finding price for Columbia Coatings
|
||||
-Logging powder usage and choosing a job doesn't record properly in the activity section of the powder itself
|
||||
-Need to allow deleting of powder usage entries, or at least editing in case of a goof up
|
||||
-Still random weird characters on a bunch of pages. Intake button for example on the jobs screen shows: Intake ✓
|
||||
|
||||
5/7/2026
|
||||
-When editing a job/quote item from catalog, pre-select the item chosen please
|
||||
-Move buttons to right side of job details page
|
||||
-When completing a job, pull in powder usage already entered
|
||||
-Fix invoice due date to match terms selected
|
||||
-Invoice Status should not show on PDF unless PAID
|
||||
-If we start with a job, shop supplies is not being added to the items
|
||||
-If you delete an invoice attached to a job, the create invoice button keeps trying to go back to it
|
||||
-Customer approval page doesn't show all charges (Oven time missing?)
|
||||
-Time Logging default user to logged in user
|
||||
-Add Print Invoice button or allow viewing the PDF
|
||||
-If an invoice is voided, I cant create a new one from a job. Show voided invoice as history, but allow creating a new one.
|
||||
-If a completed job is changed after an invoice is created, we need to update the invoice. Also need to be able to modify an invoice to add a discount or similar after it's created
|
||||
-Add multiple email address for commercial customers (Accounting for invoices and contact for quotes)
|
||||
-Support entering multiple email addresses (comma seperated) in each field
|
||||
-If no email on file, then prompt for address to send to.
|
||||
-When choosing a powder NOT in stock, can we incorporate our inventory lookup function to find a powder, link it to the quote, add it to the inventory with a 0lb balance and still put it on the "powder to order" list?
|
||||
-When choosing a prospect for a quote, we need way to consent and enable SMS for them
|
||||
|
||||
Ideas Removed
|
||||
=======================
|
||||
-Add Deactivate Customer button on Customer Detail page
|
||||
|
||||
|
||||
Logins:
|
||||
rich@r2r.com/Ragz2Richs123!
|
||||
|
||||
rich@cannon.com/Cannon123!
|
||||
-226
@@ -1,226 +0,0 @@
|
||||
Shop Management App TO DO List
|
||||
==============================
|
||||
-When editing a job/quote item from catalog, pre-select the item chosen please
|
||||
-Move buttons to right side of job details page
|
||||
-When completing a job, pull in powder usage already entered
|
||||
-Fix invoice due date to match terms selected
|
||||
-Invoice Status should not show on PDF unless PAID
|
||||
-If we start with a job, shop supplies is not being added to the items
|
||||
-If you delete an invoice attached to a job, the create invoice button keeps trying to go back to it
|
||||
-Customer approval page doesn't show all charges (Oven time missing?)
|
||||
-Time Logging default user to logged in user
|
||||
-Add Print Invoice button or allow viewing the PDF
|
||||
-If an invoice is voided, I cant create a new one from a job. Show voided invoice as history, but allow creating a new one.
|
||||
-If a completed job is changed after an invoice is created, we need to update the invoice. Also need to be able to modify an invoice to add a discount or similar after it's created
|
||||
-Add multiple email address for commercial customers (Accounting for invoices and contact for quotes)
|
||||
-Support entering multiple email addresses (comma seperated) in each field
|
||||
-If no email on file, then prompt for address to send to.
|
||||
-When choosing a powder NOT in stock, can we incorporate our inventory lookup function to find a powder, link it to the quote, add it to the inventory with a 0lb balance and still put it on the "powder to order" list?
|
||||
-When choosing a prospect for a quote, we need way to consent and enable SMS for them
|
||||
|
||||
|
||||
|
||||
|
||||
Duplication refactor memory
|
||||
C:/Users/spoul/.codex/memories/powdercoatingapp-refactor-plan-2026-05-07.md.
|
||||
|
||||
Current memory
|
||||
C:/Users/spoul/.codex/memories/powdercoatingapp-quote-sync-extracted-2026-05-07.md
|
||||
|
||||
|
||||
|
||||
-Google review request email after a job
|
||||
-Check my ChatGPT chat about surface area for a few solid ideas for the system
|
||||
-Fix up approve/decline messages between customer and user on quote approval feature
|
||||
|
||||
Done and need testing
|
||||
=====================
|
||||
-Add sorting to all grids
|
||||
-Add searching to all grids
|
||||
-Add Workers to the system
|
||||
-Allow jobs to be assigned to workers
|
||||
-Add Shop Job Board display to show in the shop
|
||||
-Added quick edits on a few pages
|
||||
-Fix job page customer drop down. It's only showing business names and not individuals
|
||||
-Add country drop down on customer edit and add pages
|
||||
-Conver customer once quote accepted not complete
|
||||
-Add Dashboard page
|
||||
-Low Inventory Warnings display
|
||||
-Overdue jobs
|
||||
-Todays Jobs
|
||||
-new quote button on customer page doesnt pre-select customer
|
||||
-Add customer job history page
|
||||
-Profiles can now change from a light theme to a dark theme as well as other appearance changes
|
||||
-Date format can be customized per profile
|
||||
-Timezone can now be changed per profile
|
||||
-Have company logos stored in the database with the other company information
|
||||
-Add Company Name under Logo in navbar
|
||||
-Make logo bigger
|
||||
-Update create quote page to show names of individual customers or company name depending on which type it is
|
||||
-Validate that the company has entered operating costs before allowing the quote page to be loaded
|
||||
-Make phone number and contact required on quotes for new prospects
|
||||
-Move the create quote button to the right side of the screen to be consistent with other pages
|
||||
-Add setting for tax exempt on customer
|
||||
-Added tax certificate upload as well
|
||||
-Add shop minimum to quoting system and company settings
|
||||
-Add Rush Job Fee (customizable in company settings)
|
||||
-Add ability to quick change the status on the job listing and record who changed the status.
|
||||
-Deactivating company should NOT allow any users to login at all.
|
||||
-Allow superadmins to create company users/managers
|
||||
-Add a print quote button
|
||||
-Add a download PDF button for quotes
|
||||
-When adding users, also create worker records
|
||||
-Add quick update to all view pages
|
||||
-Add Mobile layouts
|
||||
-Fix a few text pieces on the dashboard page that did not invert properly when dark mode was selected
|
||||
-Add ability to upload job photos
|
||||
-Allow photo uploads for jobs before and after photos
|
||||
-Added Log Viewer
|
||||
-Added Seed Data option for super admins that will assist during testing
|
||||
-Add an item list with prices for repeat parts and such
|
||||
-Add manual data seeding that super admins can use to seed a company one at a time if needed
|
||||
-Add Log Viewer for Super Admins
|
||||
-Quotes cleaned up quite a bit and calculations and style changed
|
||||
-Approving a Quote will now auto-create a Job and link back to the quote it came from.
|
||||
-Job Items now appear on the Job Screen with the line items from the quote
|
||||
-Job items can be edited
|
||||
-Add a way to convert a quote into a job
|
||||
-Add multiple item types to add to a quote
|
||||
1. Pre-Defined item that we can choose from our product list
|
||||
2. Batch items where we enter the square footage manually as well as the quantity
|
||||
-Add Quickbooks import for customers and price lists (Desktop and Online)
|
||||
-Custom Order Powder not saving or displaying properly on quuote page
|
||||
-Added ability for Companies to define their own Job Status, Job Priority, and Quote Status' via Company Settings > Data Lookups
|
||||
-Add Randomizer Wheel
|
||||
-Add Quickbooks format export for
|
||||
-Customers
|
||||
-Product Catalog
|
||||
-Invoices
|
||||
-Quote for Product Catalog Item is only selecting items from Powder Coating, need all items
|
||||
-Add a Shop Supplies operating cost that will be used on quote calculations
|
||||
-Fix Quote screen, only Powder showing in item dropdown. Need to get all items in an IsCoating category showing up.
|
||||
-Update everywhere that uses tax rate to read and use this setting
|
||||
-Add ability to export a full price list for known items
|
||||
-Add tracking for all changes and show change history on view page. Possibly in a hidden grid or modal
|
||||
-Update the inventory screen to not duplicate color name fields and the like
|
||||
-Add option for metric system
|
||||
-Add Bulk Upload for
|
||||
-Powder
|
||||
-Product Catalog
|
||||
-Customer Data
|
||||
-Add an Appointment engine and Calendar. Also show Maintenence tasks that are scheduled on it
|
||||
-Allow shops to put employee days off on the calendar as well
|
||||
-Fix and Verify user permissions are honored
|
||||
-Run a full security check on the application
|
||||
-Add support for multi stage coatings on an item
|
||||
-Fix Seed Data routines to track errors better and continue past error imports
|
||||
-Add ability to complete a job and enter actual time and materials used
|
||||
-Add export for all data to CSV format
|
||||
-Check calendar resizing with the browser. It's off a bit
|
||||
-Add ability to apply discounts
|
||||
-Remove powder from inventory when completeing a job
|
||||
-Add color change ability for appointment types
|
||||
-Add code to honor the rush charge on a quote
|
||||
-Add options to quote for Sandblasting, Masking, Chemical Strip, Outgas, Phosphate Wash, Degrease
|
||||
-Add ability to add sq ft to product catalog item for powder estimation
|
||||
-Add better UX design for validation errors and such
|
||||
Option 1: Change "ModelOnly" to "All" (1 line change) - Shows all validation errors at top of form in red alert box
|
||||
- User would have seen: "The field Estimated Minutes must be between 0 and 10,000"
|
||||
Option 2: Add inline validation (more complex)
|
||||
- Show error messages right next to the problematic field
|
||||
- Better UX but requires adding validation spans to dynamic fields
|
||||
|
||||
Option 3: Toast notifications (requires new library/code)
|
||||
- Modern popup notifications for success/error messages
|
||||
- Would need to add a toast library (like Toastr) and wire it up
|
||||
-Add Import/Export for Company Settings
|
||||
-Allow Super Admin to modify permissions for company admins in case we add any in the future, or if anything gets messed up we can fix it!
|
||||
-Allow recurring scheduled maintenance
|
||||
-Let's show scheduled maintenence on the job schedule as well. At the top of the screen
|
||||
-Make sure maintenence shows on the calendar list view.
|
||||
-Add viewing quotes on the customer details page so we can see all quotes/jobs for a given customer to make things easier to find.
|
||||
-Add support for multiple ovens in operating costs
|
||||
-Display oven selected on quote and job detail pages
|
||||
-Allow user to choose an oven on a quote, and have it follow through to a job
|
||||
-Check for any old and outdated code and DB fields!
|
||||
-Add ability to email a quote
|
||||
-Add email capabilities
|
||||
-Add search on super admin companies screen
|
||||
-Set limits on job photos per app tier
|
||||
-Check subscription signup page to make sure the selected subscription is actually saved.
|
||||
-Don't seed the product catalog on a new user
|
||||
-Check to make sure subscription page has quotes and all fields on it
|
||||
-Allow customizing of the quote sheets and invoices (If we do them)
|
||||
-Add feature to allow username changes
|
||||
-Fix quickbooks imports based on files Colton sent
|
||||
-Add thicker border around input fields to signify they are text boxes
|
||||
-Check to make sure emails get sent when a quote is created
|
||||
-Add buttons to send emails manually if needed
|
||||
-Modify price calculations to prompt for service times (ie... sandblasting, oven cure times, outgas times etc)
|
||||
-Add ability to modify items on jobs
|
||||
-Swap quoting page to use modals to add items to segregate it a bit better.
|
||||
-Build account ledger/transaction summary view
|
||||
-Add security for financial pages
|
||||
-Allow opening balances for accounts
|
||||
-Create P&L and other reports
|
||||
-Allow receipet upload on expenses and bills
|
||||
-Download PDF for invoices throws and error
|
||||
-Emailing invoice doesn't seem to trigger
|
||||
-When a customer record has email notifications turned off, disable any email buttons that may send one and alert the user that this customer is set to have notifications turned off.
|
||||
-When doing anything that sends mail, prompt the user to alert them a message will be sent
|
||||
-Create a setup wizard for new users that will walk through system setup. Allow re-running later.
|
||||
-Check Workflow steps in wizard, might need adjusting
|
||||
-Account Summary, use permanent alert for info message at bottom
|
||||
-Add steps so that the new user can customize the data lookups and re-order them
|
||||
-Reorder menu to work better
|
||||
-Add ability to print a job invoice once completed
|
||||
-Add ability to email a job invoice
|
||||
-Integrate invoicing/billing/reports
|
||||
-Add customer portal to approve quotes from a link for now. We can do a full login later.
|
||||
-Need a complexity score for quoting parts (Simple, moderate, complex, extreme)
|
||||
-Add tagging options for quotes and jobs (user driven)
|
||||
-Can we also add this tag system to quotes and jobs to allow users to tag themselves and we can use that data later as well? We'd have to add a good
|
||||
description of WHY the user should add some tags though.
|
||||
-Inventory forecasting might be worth looking into
|
||||
-Build some AI powder usage predictions into the system
|
||||
-AI Production Scheduling - Batching enough parts together to fill the oven automagically
|
||||
-Update dashboard to show some $$$ fields
|
||||
-Update Setup Wizard
|
||||
-Update the Setup Checklist
|
||||
-Modify system to keep running balances of all accounts
|
||||
- Make sure ALL job updates refresh the Shop Display
|
||||
-Add multiple item types to add to a quote
|
||||
AI Agent item where we upload a picture and it will calculate the approximate sq ft and quote from that
|
||||
-Integration with stripe or square to accept online paymens from our users customers.
|
||||
-AI Assistant for help
|
||||
-Allow customer filtering on quotes and jobs
|
||||
-New job page blanks when validation fails
|
||||
-Can we keep track of which users have completed the setup wizard?
|
||||
-Make sure we're tracking logins. I see a user logged on, but the company health page states they have never logged in.
|
||||
-Allow printing blank work orders (model after the SCP Powder Coating blank work order)
|
||||
-IDEA: Print powders to use on work order with their QR code so they can be scanned right from there and usage recorded.
|
||||
-Add ability to save a quoted item to the product catalog either from an AI Photo Quote or from the calculated item
|
||||
-Add images to product catalog items for easily identification of parts
|
||||
-Look into possibly having AI scan a product catalog and suggest prices for items.
|
||||
-Add Oven and Add Blasting Setup don't work in Setup Wizard
|
||||
-When scanning inventory QR Code, there is no cancel button
|
||||
-Bug: When scanning Inventory QR Code, if not logged in...it takes you to the dashboard after login, not our inventory scanning screen
|
||||
-Add SMS capabilities
|
||||
-Lookup not working 100% correct. If I type columbia as the manufacturer and a color name....it's finding blackmamba from prismatic incorrectly.
|
||||
-Lookup Modal not showing ALL matches. Maybe make scrollable
|
||||
-Pickup cure information from TDS Sheet if not found by AI Search
|
||||
-ON AI Photo Quote page, when the AI info comes back we should scroll the modal window down so it's visible. It's not clear that new info has been added to the modal for all customers
|
||||
-Inventory Lookup not always finding price for Columbia Coatings
|
||||
-Logging powder usage and choosing a job doesn't record properly in the activity section of the powder itself
|
||||
-Need to allow deleting of powder usage entries, or at least editing in case of a goof up
|
||||
-Still random weird characters on a bunch of pages. Intake button for example on the jobs screen shows: Intake ✓
|
||||
|
||||
Ideas Removed
|
||||
=======================
|
||||
-Add Deactivate Customer button on Customer Detail page
|
||||
|
||||
|
||||
Logins:
|
||||
rich@r2r.com/Ragz2Richs123!
|
||||
|
||||
rich@cannon.com/Cannon123!
|
||||
@@ -112,6 +112,7 @@ namespace PowderCoating.Application.DTOs.Company
|
||||
|
||||
// Labor Rates
|
||||
public decimal StandardLaborRate { get; set; }
|
||||
public decimal? LaborCostPerHour { get; set; }
|
||||
public decimal AdditionalCoatLaborPercent { get; set; }
|
||||
|
||||
// Equipment Operating Costs
|
||||
@@ -185,6 +186,10 @@ namespace PowderCoating.Application.DTOs.Company
|
||||
[Display(Name = "Standard Labor Rate ($/hr)")]
|
||||
public decimal StandardLaborRate { get; set; }
|
||||
|
||||
[Range(0, 10000, ErrorMessage = "Labor cost rate must be between 0 and 10,000")]
|
||||
[Display(Name = "Shop Labor Cost Rate ($/hr)")]
|
||||
public decimal? LaborCostPerHour { get; set; }
|
||||
|
||||
[Range(0, 100, ErrorMessage = "Additional coat labor percent must be between 0 and 100")]
|
||||
[Display(Name = "Additional Coat Labor (%)")]
|
||||
public decimal AdditionalCoatLaborPercent { get; set; } = 30m;
|
||||
|
||||
@@ -1,28 +0,0 @@
|
||||
using CsvHelper.Configuration.Attributes;
|
||||
|
||||
namespace PowderCoating.Application.DTOs.Import;
|
||||
|
||||
/// <summary>
|
||||
/// DTO for importing shop workers from CSV files.
|
||||
/// Valid Role values: GeneralLabor, Sandblaster, Coater, Masker, QualityControl, OvenOperator, Supervisor, Maintenance
|
||||
/// </summary>
|
||||
public class ShopWorkerImportDto
|
||||
{
|
||||
[Name("Name")]
|
||||
public string Name { get; set; } = string.Empty;
|
||||
|
||||
[Name("Role")]
|
||||
public string Role { get; set; } = "GeneralLabor";
|
||||
|
||||
[Name("Phone")]
|
||||
public string? Phone { get; set; }
|
||||
|
||||
[Name("Email")]
|
||||
public string? Email { get; set; }
|
||||
|
||||
[Name("IsActive")]
|
||||
public bool? IsActive { get; set; }
|
||||
|
||||
[Name("Notes")]
|
||||
public string? Notes { get; set; }
|
||||
}
|
||||
@@ -389,7 +389,7 @@ public class CompleteJobDto
|
||||
{
|
||||
public int JobId { get; set; }
|
||||
public decimal? ActualTimeSpentHours { get; set; }
|
||||
public List<JobItemCoatUsageDto> CoatUsages { get; set; } = new();
|
||||
public List<JobPowderUsageDto> PowderUsages { get; set; } = new();
|
||||
public bool SendEmailToCustomer { get; set; } = false;
|
||||
}
|
||||
|
||||
@@ -400,10 +400,10 @@ public class SendJobSmsRequest
|
||||
public string Message { get; set; } = string.Empty;
|
||||
}
|
||||
|
||||
// DTO for tracking actual powder usage per coat
|
||||
public class JobItemCoatUsageDto
|
||||
// DTO for tracking actual powder usage per inventory item (color) for the whole job
|
||||
public class JobPowderUsageDto
|
||||
{
|
||||
public int JobItemCoatId { get; set; }
|
||||
public int InventoryItemId { get; set; }
|
||||
public decimal? ActualPowderUsedLbs { get; set; }
|
||||
}
|
||||
|
||||
|
||||
@@ -1,27 +0,0 @@
|
||||
using System.ComponentModel.DataAnnotations;
|
||||
using PowderCoating.Core.Enums;
|
||||
|
||||
namespace PowderCoating.Application.DTOs.ShopWorker;
|
||||
|
||||
public class CreateShopWorkerDto
|
||||
{
|
||||
[Required(ErrorMessage = "Worker name is required")]
|
||||
[StringLength(100, ErrorMessage = "Name cannot exceed 100 characters")]
|
||||
public string Name { get; set; } = string.Empty;
|
||||
|
||||
[Required(ErrorMessage = "Role is required")]
|
||||
public ShopWorkerRole Role { get; set; } = ShopWorkerRole.GeneralLabor;
|
||||
|
||||
[Phone(ErrorMessage = "Invalid phone number format")]
|
||||
[StringLength(20, ErrorMessage = "Phone cannot exceed 20 characters")]
|
||||
public string? Phone { get; set; }
|
||||
|
||||
[EmailAddress(ErrorMessage = "Invalid email address format")]
|
||||
[StringLength(100, ErrorMessage = "Email cannot exceed 100 characters")]
|
||||
public string? Email { get; set; }
|
||||
|
||||
public bool IsActive { get; set; } = true;
|
||||
|
||||
[StringLength(500, ErrorMessage = "Notes cannot exceed 500 characters")]
|
||||
public string? Notes { get; set; }
|
||||
}
|
||||
@@ -1,16 +0,0 @@
|
||||
using PowderCoating.Core.Enums;
|
||||
|
||||
namespace PowderCoating.Application.DTOs.ShopWorker;
|
||||
|
||||
public class ShopWorkerDto
|
||||
{
|
||||
public int Id { get; set; }
|
||||
public string Name { get; set; } = string.Empty;
|
||||
public ShopWorkerRole Role { get; set; }
|
||||
public string? Phone { get; set; }
|
||||
public string? Email { get; set; }
|
||||
public bool IsActive { get; set; }
|
||||
public string? Notes { get; set; }
|
||||
public DateTime CreatedAt { get; set; }
|
||||
public DateTime? UpdatedAt { get; set; }
|
||||
}
|
||||
@@ -1,29 +0,0 @@
|
||||
using System.ComponentModel.DataAnnotations;
|
||||
using PowderCoating.Core.Enums;
|
||||
|
||||
namespace PowderCoating.Application.DTOs.ShopWorker;
|
||||
|
||||
public class UpdateShopWorkerDto
|
||||
{
|
||||
public int Id { get; set; }
|
||||
|
||||
[Required(ErrorMessage = "Worker name is required")]
|
||||
[StringLength(100, ErrorMessage = "Name cannot exceed 100 characters")]
|
||||
public string Name { get; set; } = string.Empty;
|
||||
|
||||
[Required(ErrorMessage = "Role is required")]
|
||||
public ShopWorkerRole Role { get; set; }
|
||||
|
||||
[Phone(ErrorMessage = "Invalid phone number format")]
|
||||
[StringLength(20, ErrorMessage = "Phone cannot exceed 20 characters")]
|
||||
public string? Phone { get; set; }
|
||||
|
||||
[EmailAddress(ErrorMessage = "Invalid email address format")]
|
||||
[StringLength(100, ErrorMessage = "Email cannot exceed 100 characters")]
|
||||
public string? Email { get; set; }
|
||||
|
||||
public bool IsActive { get; set; }
|
||||
|
||||
[StringLength(500, ErrorMessage = "Notes cannot exceed 500 characters")]
|
||||
public string? Notes { get; set; }
|
||||
}
|
||||
@@ -217,6 +217,10 @@ public class UpdateCompanyUserDto
|
||||
[Display(Name = "Active")]
|
||||
public bool IsActive { get; set; }
|
||||
|
||||
[Range(0, 10000, ErrorMessage = "Labor cost rate must be between 0 and 10,000")]
|
||||
[Display(Name = "Labor Cost Rate ($/hr)")]
|
||||
public decimal? LaborCostPerHour { get; set; }
|
||||
|
||||
[Required(ErrorMessage = "Hire date is required")]
|
||||
[Display(Name = "Hire Date")]
|
||||
public DateTime HireDate { get; set; }
|
||||
|
||||
@@ -136,18 +136,7 @@ public interface ICsvImportService
|
||||
/// </summary>
|
||||
Task<CsvImportResultDto> ImportVendorsAsync(Stream csvStream, int companyId);
|
||||
|
||||
/// <summary>
|
||||
/// Generate a CSV template file for shop worker imports.
|
||||
/// </summary>
|
||||
byte[] GenerateShopWorkerTemplate();
|
||||
|
||||
/// <summary>
|
||||
/// Import shop workers from a CSV stream.
|
||||
/// Updates existing workers matched by Name; creates new ones otherwise.
|
||||
/// </summary>
|
||||
Task<CsvImportResultDto> ImportShopWorkersAsync(Stream csvStream, int companyId);
|
||||
|
||||
/// <summary>
|
||||
/// <summary>
|
||||
/// Generate a CSV template file for prep service imports.
|
||||
/// </summary>
|
||||
byte[] GeneratePrepServiceTemplate();
|
||||
|
||||
@@ -73,7 +73,7 @@ public class JobProfile : Profile
|
||||
// JobTimeEntry → JobTimeEntryDto
|
||||
CreateMap<JobTimeEntry, JobTimeEntryDto>()
|
||||
.ForMember(dest => dest.WorkerName, opt => opt.MapFrom(src =>
|
||||
src.UserDisplayName ?? (src.Worker != null ? src.Worker.Name : string.Empty)));
|
||||
src.UserDisplayName ?? string.Empty));
|
||||
|
||||
// CreateJobDto to Job
|
||||
CreateMap<CreateJobDto, Job>()
|
||||
|
||||
@@ -1,23 +0,0 @@
|
||||
using AutoMapper;
|
||||
using PowderCoating.Application.DTOs.ShopWorker;
|
||||
using PowderCoating.Core.Entities;
|
||||
|
||||
namespace PowderCoating.Application.Mappings;
|
||||
|
||||
public class ShopWorkerProfile : Profile
|
||||
{
|
||||
public ShopWorkerProfile()
|
||||
{
|
||||
// Entity to DTO
|
||||
CreateMap<ShopWorker, ShopWorkerDto>();
|
||||
|
||||
// DTO to Entity
|
||||
CreateMap<CreateShopWorkerDto, ShopWorker>();
|
||||
CreateMap<UpdateShopWorkerDto, ShopWorker>();
|
||||
|
||||
// Reverse mappings
|
||||
CreateMap<ShopWorkerDto, ShopWorker>();
|
||||
CreateMap<ShopWorker, CreateShopWorkerDto>();
|
||||
CreateMap<ShopWorker, UpdateShopWorkerDto>();
|
||||
}
|
||||
}
|
||||
@@ -58,7 +58,14 @@ public class ApplicationUser : IdentityUser
|
||||
|
||||
public string? SidebarColor { get; set; } = "ocean";
|
||||
public string? Notes { get; set; }
|
||||
|
||||
|
||||
/// <summary>
|
||||
/// Per-worker labor cost per hour used for job costing profit/margin calculations.
|
||||
/// Overrides the company-level LaborCostPerHour when set.
|
||||
/// Leave null to use the company default.
|
||||
/// </summary>
|
||||
public decimal? LaborCostPerHour { get; set; }
|
||||
|
||||
public DateTime CreatedAt { get; set; } = DateTime.UtcNow;
|
||||
public DateTime? UpdatedAt { get; set; }
|
||||
public DateTime? LastLoginDate { get; set; }
|
||||
|
||||
@@ -141,8 +141,7 @@ public class Company : BaseEntity
|
||||
public virtual ICollection<Quote> Quotes { get; set; } = new List<Quote>();
|
||||
public virtual ICollection<InventoryItem> InventoryItems { get; set; } = new List<InventoryItem>();
|
||||
public virtual ICollection<Vendor> Vendors { get; set; } = new List<Vendor>();
|
||||
public virtual ICollection<ShopWorker> ShopWorkers { get; set; } = new List<ShopWorker>();
|
||||
public virtual ICollection<PricingTier> PricingTiers { get; set; } = new List<PricingTier>();
|
||||
public virtual ICollection<PricingTier> PricingTiers { get; set; } = new List<PricingTier>();
|
||||
public virtual CompanyOperatingCosts? OperatingCosts { get; set; }
|
||||
public virtual CompanyPreferences? Preferences { get; set; }
|
||||
}
|
||||
|
||||
@@ -13,6 +13,14 @@ namespace PowderCoating.Core.Entities
|
||||
[Range(0, 10000)]
|
||||
public decimal StandardLaborRate { get; set; }
|
||||
|
||||
/// <summary>
|
||||
/// Actual labor cost per hour (wages + burden) used exclusively for internal job costing and profit/margin display.
|
||||
/// This is NOT the billing rate — it should reflect what you actually pay workers.
|
||||
/// When null, the costing engine defaults to 20% of StandardLaborRate.
|
||||
/// </summary>
|
||||
[Range(0, 10000)]
|
||||
public decimal? LaborCostPerHour { get; set; }
|
||||
|
||||
// Additional Coat Labor Percentage (percentage of base labor for each additional coat beyond the first)
|
||||
[Range(0, 100)]
|
||||
public decimal AdditionalCoatLaborPercent { get; set; } = 30m;
|
||||
|
||||
@@ -3,7 +3,6 @@ namespace PowderCoating.Core.Entities;
|
||||
public class JobTimeEntry : BaseEntity
|
||||
{
|
||||
public int JobId { get; set; }
|
||||
public int? ShopWorkerId { get; set; } // legacy — kept for entries created before user migration
|
||||
public string? UserId { get; set; } // FK to AspNetUsers
|
||||
public string? UserDisplayName { get; set; } // snapshot of worker name at entry creation time
|
||||
public DateTime WorkDate { get; set; }
|
||||
@@ -13,5 +12,4 @@ public class JobTimeEntry : BaseEntity
|
||||
|
||||
// Navigation
|
||||
public virtual Job Job { get; set; } = null!;
|
||||
public virtual ShopWorker? Worker { get; set; } // nullable — only populated for legacy entries
|
||||
}
|
||||
|
||||
@@ -1,18 +0,0 @@
|
||||
using PowderCoating.Core.Enums;
|
||||
|
||||
namespace PowderCoating.Core.Entities;
|
||||
|
||||
public class ShopWorker : BaseEntity
|
||||
{
|
||||
public string Name { get; set; } = string.Empty;
|
||||
public ShopWorkerRole Role { get; set; } = ShopWorkerRole.GeneralLabor;
|
||||
public string? Phone { get; set; }
|
||||
public string? Email { get; set; }
|
||||
public bool IsActive { get; set; } = true;
|
||||
public string? Notes { get; set; }
|
||||
|
||||
// Relationships
|
||||
public virtual ICollection<Job> AssignedJobs { get; set; } = new List<Job>();
|
||||
public virtual ICollection<MaintenanceRecord> AssignedMaintenanceTasks { get; set; } = new List<MaintenanceRecord>();
|
||||
public virtual ICollection<JobTimeEntry> TimeEntries { get; set; } = new List<JobTimeEntry>();
|
||||
}
|
||||
@@ -1,15 +0,0 @@
|
||||
using PowderCoating.Core.Enums;
|
||||
|
||||
namespace PowderCoating.Core.Entities;
|
||||
|
||||
/// <summary>
|
||||
/// Optional per-role labor cost rate for job costing / profitability calculations.
|
||||
/// If no rate is set for a role, the company's StandardLaborRate is used as fallback.
|
||||
/// </summary>
|
||||
public class ShopWorkerRoleCost : BaseEntity
|
||||
{
|
||||
public ShopWorkerRole Role { get; set; }
|
||||
|
||||
/// <summary>Cost (pay rate) per hour for this role — used in job costing, NOT billing.</summary>
|
||||
public decimal HourlyRate { get; set; }
|
||||
}
|
||||
@@ -78,17 +78,6 @@ public enum EquipmentStatus
|
||||
Retired = 4
|
||||
}
|
||||
|
||||
public enum ShopWorkerRole
|
||||
{
|
||||
GeneralLabor = 0,
|
||||
Sandblaster = 1,
|
||||
Coater = 2,
|
||||
Masker = 3,
|
||||
QualityControl = 4,
|
||||
OvenOperator = 5,
|
||||
Supervisor = 6,
|
||||
Maintenance = 7
|
||||
}
|
||||
|
||||
public enum JobPhotoType
|
||||
{
|
||||
|
||||
@@ -54,9 +54,7 @@ public interface IUnitOfWork : IDisposable
|
||||
IRepository<AppointmentStatusLookup> AppointmentStatusLookups { get; }
|
||||
IRepository<AppointmentTypeLookup> AppointmentTypeLookups { get; }
|
||||
IRepository<PrepService> PrepServices { get; }
|
||||
IRepository<ShopWorker> ShopWorkers { get; }
|
||||
IRepository<ShopWorkerRoleCost> ShopWorkerRoleCosts { get; }
|
||||
IRepository<ReworkRecord> ReworkRecords { get; }
|
||||
IRepository<ReworkRecord> ReworkRecords { get; }
|
||||
IRepository<Refund> Refunds { get; }
|
||||
IRepository<CreditMemo> CreditMemos { get; }
|
||||
IRepository<CreditMemoApplication> CreditMemoApplications { get; }
|
||||
|
||||
@@ -205,11 +205,7 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
|
||||
public DbSet<MaintenanceRecord> MaintenanceRecords { get; set; }
|
||||
/// <summary>Supplier/vendor records used by Purchasing and Accounts Payable; tenant-filtered with soft delete.</summary>
|
||||
public DbSet<Vendor> Vendors { get; set; }
|
||||
/// <summary>Shop worker profiles with role assignments; tenant-filtered with soft delete.</summary>
|
||||
public DbSet<ShopWorker> ShopWorkers { get; set; }
|
||||
/// <summary>Per-role labour cost rates used in pricing calculations; unique index on (CompanyId, Role).</summary>
|
||||
public DbSet<ShopWorkerRoleCost> ShopWorkerRoleCosts { get; set; }
|
||||
/// <summary>Rework records tracking quality failures and remediation work against a job; tenant-filtered with soft delete.</summary>
|
||||
/// <summary>Rework records tracking quality failures and remediation work against a job; tenant-filtered with soft delete.</summary>
|
||||
public DbSet<ReworkRecord> ReworkRecords { get; set; }
|
||||
/// <summary>Customer refund records; tenant-filtered with soft delete.</summary>
|
||||
public DbSet<Refund> Refunds { get; set; }
|
||||
@@ -530,11 +526,7 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
|
||||
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
|
||||
modelBuilder.Entity<JobStatusHistory>().HasQueryFilter(e =>
|
||||
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
|
||||
modelBuilder.Entity<ShopWorker>().HasQueryFilter(e =>
|
||||
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
|
||||
modelBuilder.Entity<ShopWorkerRoleCost>().HasQueryFilter(e =>
|
||||
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
|
||||
modelBuilder.Entity<ReworkRecord>().HasQueryFilter(e =>
|
||||
modelBuilder.Entity<ReworkRecord>().HasQueryFilter(e =>
|
||||
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
|
||||
modelBuilder.Entity<Refund>().HasQueryFilter(e =>
|
||||
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
|
||||
@@ -1314,12 +1306,7 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
|
||||
.HasForeignKey(m => m.PerformedById)
|
||||
.OnDelete(DeleteBehavior.SetNull);
|
||||
|
||||
// ShopWorker relationships
|
||||
modelBuilder.Entity<ShopWorker>()
|
||||
.HasOne<Company>()
|
||||
.WithMany(c => c.ShopWorkers)
|
||||
.HasForeignKey(e => e.CompanyId)
|
||||
.OnDelete(DeleteBehavior.Restrict);
|
||||
|
||||
|
||||
modelBuilder.Entity<Job>()
|
||||
.HasOne(j => j.AssignedUser)
|
||||
@@ -1393,10 +1380,7 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
|
||||
modelBuilder.Entity<PricingTier>()
|
||||
.HasIndex(p => p.CompanyId);
|
||||
|
||||
modelBuilder.Entity<ShopWorker>()
|
||||
.HasIndex(w => w.CompanyId);
|
||||
|
||||
modelBuilder.Entity<CatalogCategory>()
|
||||
modelBuilder.Entity<CatalogCategory>()
|
||||
.HasIndex(c => c.CompanyId);
|
||||
|
||||
modelBuilder.Entity<CatalogCategory>()
|
||||
@@ -1431,12 +1415,7 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
|
||||
.IsUnique()
|
||||
.HasDatabaseName("IX_Jobs_CompanyId_JobNumber");
|
||||
|
||||
modelBuilder.Entity<ShopWorkerRoleCost>()
|
||||
.HasIndex(r => new { r.CompanyId, r.Role })
|
||||
.IsUnique()
|
||||
.HasDatabaseName("IX_ShopWorkerRoleCosts_CompanyId_Role");
|
||||
|
||||
modelBuilder.Entity<Job>()
|
||||
modelBuilder.Entity<Job>()
|
||||
.Property(j => j.ShopAccessCode)
|
||||
.HasDefaultValueSql("NEWID()");
|
||||
|
||||
|
||||
@@ -21,7 +21,7 @@ public class AuditInterceptor : SaveChangesInterceptor
|
||||
private static readonly HashSet<string> AuditedTypes = new(StringComparer.Ordinal)
|
||||
{
|
||||
nameof(Customer), nameof(Job), nameof(Quote), nameof(Equipment),
|
||||
nameof(MaintenanceRecord), nameof(Vendor), nameof(ShopWorker),
|
||||
nameof(MaintenanceRecord), nameof(Vendor),
|
||||
nameof(InventoryItem), nameof(Company),
|
||||
// Financial entities
|
||||
nameof(Invoice), nameof(Payment), nameof(Bill), nameof(BillPayment),
|
||||
|
||||
Generated
+10784
File diff suppressed because it is too large
Load Diff
@@ -0,0 +1,81 @@
|
||||
using System;
|
||||
using Microsoft.EntityFrameworkCore.Migrations;
|
||||
|
||||
#nullable disable
|
||||
|
||||
namespace PowderCoating.Infrastructure.Migrations
|
||||
{
|
||||
/// <inheritdoc />
|
||||
public partial class AddLaborCostPerHour : Migration
|
||||
{
|
||||
/// <inheritdoc />
|
||||
protected override void Up(MigrationBuilder migrationBuilder)
|
||||
{
|
||||
migrationBuilder.AddColumn<decimal>(
|
||||
name: "LaborCostPerHour",
|
||||
table: "CompanyOperatingCosts",
|
||||
type: "decimal(18,2)",
|
||||
nullable: true);
|
||||
|
||||
migrationBuilder.AddColumn<decimal>(
|
||||
name: "LaborCostPerHour",
|
||||
table: "AspNetUsers",
|
||||
type: "decimal(18,2)",
|
||||
nullable: true);
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 1,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 23, 44, 10, 471, DateTimeKind.Utc).AddTicks(3131));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 2,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 23, 44, 10, 471, DateTimeKind.Utc).AddTicks(3137));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 3,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 23, 44, 10, 471, DateTimeKind.Utc).AddTicks(3138));
|
||||
}
|
||||
|
||||
/// <inheritdoc />
|
||||
protected override void Down(MigrationBuilder migrationBuilder)
|
||||
{
|
||||
migrationBuilder.DropColumn(
|
||||
name: "LaborCostPerHour",
|
||||
table: "CompanyOperatingCosts");
|
||||
|
||||
migrationBuilder.DropColumn(
|
||||
name: "LaborCostPerHour",
|
||||
table: "AspNetUsers");
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 1,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(845));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 2,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(850));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 3,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(852));
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -556,6 +556,9 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.Property<bool>("IsBanned")
|
||||
.HasColumnType("bit");
|
||||
|
||||
b.Property<decimal?>("LaborCostPerHour")
|
||||
.HasColumnType("decimal(18,2)");
|
||||
|
||||
b.Property<DateTime?>("LastLoginDate")
|
||||
.HasColumnType("datetime2");
|
||||
|
||||
@@ -2075,6 +2078,9 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.Property<bool>("IsDeleted")
|
||||
.HasColumnType("bit");
|
||||
|
||||
b.Property<decimal?>("LaborCostPerHour")
|
||||
.HasColumnType("decimal(18,2)");
|
||||
|
||||
b.Property<int>("MonthlyBillableHours")
|
||||
.HasColumnType("int");
|
||||
|
||||
@@ -6714,7 +6720,7 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
{
|
||||
Id = 1,
|
||||
CompanyId = 0,
|
||||
CreatedAt = new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(845),
|
||||
CreatedAt = new DateTime(2026, 5, 15, 23, 44, 10, 471, DateTimeKind.Utc).AddTicks(3131),
|
||||
Description = "Standard pricing for regular customers",
|
||||
DiscountPercent = 0m,
|
||||
IsActive = true,
|
||||
@@ -6725,7 +6731,7 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
{
|
||||
Id = 2,
|
||||
CompanyId = 0,
|
||||
CreatedAt = new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(850),
|
||||
CreatedAt = new DateTime(2026, 5, 15, 23, 44, 10, 471, DateTimeKind.Utc).AddTicks(3137),
|
||||
Description = "5% discount for preferred customers",
|
||||
DiscountPercent = 5m,
|
||||
IsActive = true,
|
||||
@@ -6736,7 +6742,7 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
{
|
||||
Id = 3,
|
||||
CompanyId = 0,
|
||||
CreatedAt = new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(852),
|
||||
CreatedAt = new DateTime(2026, 5, 15, 23, 44, 10, 471, DateTimeKind.Utc).AddTicks(3138),
|
||||
Description = "10% discount for premium customers",
|
||||
DiscountPercent = 10m,
|
||||
IsActive = true,
|
||||
|
||||
@@ -171,7 +171,6 @@ public class JobRepository : Repository<Job>, IJobRepository
|
||||
.Include(j => j.JobItems.Where(i => !i.IsDeleted))
|
||||
.ThenInclude(i => i.Coats.Where(c => !c.IsDeleted))
|
||||
.Include(j => j.TimeEntries.Where(t => !t.IsDeleted))
|
||||
.ThenInclude(t => t.Worker)
|
||||
.AsNoTracking()
|
||||
.FirstOrDefaultAsync();
|
||||
}
|
||||
|
||||
@@ -81,7 +81,6 @@ public class UnitOfWork : IUnitOfWork
|
||||
private IRepository<AppointmentStatusLookup>? _appointmentStatusLookups;
|
||||
private IRepository<AppointmentTypeLookup>? _appointmentTypeLookups;
|
||||
private IRepository<PrepService>? _prepServices;
|
||||
private IRepository<ShopWorker>? _shopWorkers;
|
||||
|
||||
// Appointments
|
||||
private IRepository<Appointment>? _appointments;
|
||||
@@ -350,16 +349,7 @@ public class UnitOfWork : IUnitOfWork
|
||||
public IRepository<PrepService> PrepServices =>
|
||||
_prepServices ??= new Repository<PrepService>(_context);
|
||||
|
||||
/// <summary>Repository for <see cref="ShopWorker"/> profiles with role assignments; tenant-filtered with soft delete.</summary>
|
||||
public IRepository<ShopWorker> ShopWorkers =>
|
||||
_shopWorkers ??= new Repository<ShopWorker>(_context);
|
||||
|
||||
/// <summary>Repository for <see cref="ShopWorkerRoleCost"/> per-role labour cost rates; unique on (CompanyId, Role).</summary>
|
||||
private IRepository<ShopWorkerRoleCost>? _shopWorkerRoleCosts;
|
||||
public IRepository<ShopWorkerRoleCost> ShopWorkerRoleCosts =>
|
||||
_shopWorkerRoleCosts ??= new Repository<ShopWorkerRoleCost>(_context);
|
||||
|
||||
/// <summary>Repository for <see cref="ReworkRecord"/> quality-failure and remediation records; tenant-filtered with soft delete.</summary>
|
||||
/// <summary>Repository for <see cref="ReworkRecord"/> quality-failure and remediation records; tenant-filtered with soft delete.</summary>
|
||||
private IRepository<ReworkRecord>? _reworkRecords;
|
||||
public IRepository<ReworkRecord> ReworkRecords =>
|
||||
_reworkRecords ??= new Repository<ReworkRecord>(_context);
|
||||
|
||||
@@ -73,7 +73,6 @@ public class CompanyDataPurgeService : ICompanyDataPurgeService
|
||||
await _context.NotificationTemplates.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.Announcements.Where(x => x.TargetCompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.BugReports.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.ShopWorkers.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.PrepServices.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
|
||||
// ── Tier 4: Company configs and lookup tables ─────────────────────────
|
||||
@@ -137,7 +136,6 @@ public class CompanyDataPurgeService : ICompanyDataPurgeService
|
||||
await _context.PurchaseOrderItems.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.AiItemPredictions.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.PowderUsageLogs.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.ShopWorkerRoleCosts.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.OvenBatches.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.Refunds.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.CreditMemos.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
@@ -160,7 +158,6 @@ public class CompanyDataPurgeService : ICompanyDataPurgeService
|
||||
await _context.OvenCosts.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.Accounts.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.NotificationLogs.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.ShopWorkers.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.PrepServices.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.CatalogCategories.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.InventoryCategoryLookups.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
|
||||
@@ -1,4 +1,4 @@
|
||||
using System.Globalization;
|
||||
using System.Globalization;
|
||||
using System.Text;
|
||||
using CsvHelper;
|
||||
using CsvHelper.Configuration;
|
||||
@@ -2164,168 +2164,6 @@ public class CsvImportService : ICsvImportService
|
||||
}
|
||||
|
||||
#endregion
|
||||
|
||||
#region Shop Worker Import
|
||||
|
||||
/// <summary>
|
||||
/// Generates a downloadable CSV template with two example shop worker rows covering different roles.
|
||||
/// Two rows help users see how Role values (Coater, Sandblaster, etc.) are expressed and remind
|
||||
/// them that Role is optional — the importer will default to GeneralLabor when it is omitted.
|
||||
/// </summary>
|
||||
public byte[] GenerateShopWorkerTemplate()
|
||||
{
|
||||
using var memoryStream = new MemoryStream();
|
||||
using var writer = new StreamWriter(memoryStream);
|
||||
using var csv = new CsvWriter(writer, new CsvConfiguration(CultureInfo.InvariantCulture));
|
||||
|
||||
csv.WriteHeader<ShopWorkerImportDto>();
|
||||
csv.NextRecord();
|
||||
|
||||
csv.WriteRecord(new ShopWorkerImportDto
|
||||
{
|
||||
Name = "John Doe",
|
||||
Role = "Coater",
|
||||
Phone = "555-1234",
|
||||
Email = "johndoe@example.com",
|
||||
IsActive = true,
|
||||
Notes = "Experienced powder coater"
|
||||
});
|
||||
csv.NextRecord();
|
||||
|
||||
csv.WriteRecord(new ShopWorkerImportDto
|
||||
{
|
||||
Name = "Jane Smith",
|
||||
Role = "Sandblaster",
|
||||
Phone = "555-5678",
|
||||
Email = "janesmith@example.com",
|
||||
IsActive = true,
|
||||
Notes = ""
|
||||
});
|
||||
csv.NextRecord();
|
||||
|
||||
writer.Flush();
|
||||
return memoryStream.ToArray();
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Imports shop workers from a CSV stream using an upsert strategy keyed on worker Name.
|
||||
/// Like vendor import, this is intentionally an upsert rather than insert-only so that a
|
||||
/// company can re-import their HR list to update phone/email/role details without worrying
|
||||
/// about creating duplicates. Role is parsed case-insensitively with spaces stripped so that
|
||||
/// "General Labor" and "GeneralLabor" are both accepted; an unrecognised role falls back to
|
||||
/// GeneralLabor with a warning rather than failing the row.
|
||||
/// </summary>
|
||||
/// <param name="csvStream">Readable stream of CSV data (header row required).</param>
|
||||
/// <param name="companyId">Tenant company that will own newly inserted worker records.</param>
|
||||
public async Task<CsvImportResultDto> ImportShopWorkersAsync(Stream csvStream, int companyId)
|
||||
{
|
||||
var result = new CsvImportResultDto();
|
||||
var rowNumber = 0;
|
||||
|
||||
try
|
||||
{
|
||||
using var reader = new StreamReader(csvStream);
|
||||
using var csv = new CsvReader(reader, new CsvConfiguration(CultureInfo.InvariantCulture)
|
||||
{
|
||||
HeaderValidated = null,
|
||||
MissingFieldFound = null
|
||||
});
|
||||
|
||||
var records = csv.GetRecords<ShopWorkerImportDto>().ToList();
|
||||
result.TotalRows = records.Count;
|
||||
|
||||
_logger.LogInformation("Starting import of {Count} shop workers for company {CompanyId}", records.Count, companyId);
|
||||
|
||||
// Load existing workers for upsert matching by name
|
||||
var existingWorkers = await _unitOfWork.ShopWorkers.GetAllAsync();
|
||||
var workerDict = existingWorkers
|
||||
.Where(w => !string.IsNullOrEmpty(w.Name))
|
||||
.GroupBy(w => w.Name.Trim().ToUpperInvariant())
|
||||
.ToDictionary(g => g.Key, g => g.First());
|
||||
|
||||
foreach (var record in records)
|
||||
{
|
||||
rowNumber++;
|
||||
try
|
||||
{
|
||||
if (string.IsNullOrWhiteSpace(record.Name))
|
||||
{
|
||||
result.Errors.Add($"Row {rowNumber}: Name is required.");
|
||||
result.ErrorCount++;
|
||||
continue;
|
||||
}
|
||||
|
||||
// Parse role
|
||||
ShopWorkerRole role = ShopWorkerRole.GeneralLabor;
|
||||
if (!string.IsNullOrEmpty(record.Role))
|
||||
{
|
||||
if (!Enum.TryParse<ShopWorkerRole>(record.Role.Replace(" ", ""), true, out role))
|
||||
{
|
||||
result.Warnings.Add($"Row {rowNumber}: Role '{record.Role}' not recognized. Valid values: GeneralLabor, Sandblaster, Coater, Masker, QualityControl, OvenOperator, Supervisor, Maintenance. Using 'GeneralLabor'.");
|
||||
role = ShopWorkerRole.GeneralLabor;
|
||||
}
|
||||
}
|
||||
|
||||
var key = record.Name.Trim().ToUpperInvariant();
|
||||
var now = DateTime.UtcNow;
|
||||
|
||||
if (workerDict.TryGetValue(key, out var existing))
|
||||
{
|
||||
// Update
|
||||
existing.Role = role;
|
||||
existing.Phone = record.Phone ?? existing.Phone;
|
||||
existing.Email = record.Email ?? existing.Email;
|
||||
if (record.IsActive.HasValue) existing.IsActive = record.IsActive.Value;
|
||||
existing.Notes = record.Notes ?? existing.Notes;
|
||||
existing.UpdatedAt = now;
|
||||
|
||||
await _unitOfWork.CompleteAsync();
|
||||
result.Warnings.Add($"Row {rowNumber}: Updated existing shop worker '{record.Name}'.");
|
||||
result.SuccessCount++;
|
||||
}
|
||||
else
|
||||
{
|
||||
var worker = new Core.Entities.ShopWorker
|
||||
{
|
||||
CompanyId = companyId,
|
||||
Name = record.Name.Trim(),
|
||||
Role = role,
|
||||
Phone = record.Phone,
|
||||
Email = record.Email,
|
||||
IsActive = record.IsActive ?? true,
|
||||
Notes = record.Notes,
|
||||
CreatedAt = now,
|
||||
UpdatedAt = now
|
||||
};
|
||||
|
||||
await _unitOfWork.ShopWorkers.AddAsync(worker);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
result.SuccessCount++;
|
||||
}
|
||||
}
|
||||
catch (Exception ex)
|
||||
{
|
||||
result.Errors.Add($"Row {rowNumber}: Database error - {ex.Message}");
|
||||
result.ErrorCount++;
|
||||
_logger.LogError(ex, "Error saving shop worker at row {RowNumber}", rowNumber);
|
||||
}
|
||||
}
|
||||
|
||||
_logger.LogInformation("Shop worker import completed: {SuccessCount} succeeded, {ErrorCount} failed", result.SuccessCount, result.ErrorCount);
|
||||
result.Success = result.SuccessCount > 0;
|
||||
}
|
||||
catch (Exception ex)
|
||||
{
|
||||
result.Errors.Add($"Fatal error: {ex.Message}");
|
||||
result.Success = false;
|
||||
_logger.LogError(ex, "Fatal error importing shop workers");
|
||||
}
|
||||
|
||||
return result;
|
||||
}
|
||||
|
||||
#endregion
|
||||
|
||||
#region Prep Service Import
|
||||
|
||||
/// <summary>
|
||||
|
||||
@@ -133,7 +133,6 @@ public class AccountDataExportController : Controller
|
||||
case "Inventory": await AddInventorySheet(package, companyId, headerColor); break;
|
||||
case "Equipment": await AddEquipmentSheet(package, companyId, headerColor); break;
|
||||
case "Vendors": await AddVendorsSheet(package, companyId, headerColor); break;
|
||||
case "ShopWorkers": await AddShopWorkersSheet(package, companyId, headerColor); break;
|
||||
case "Users": await AddUsersSheet(package, companyId, headerColor); break;
|
||||
}
|
||||
}
|
||||
@@ -182,7 +181,6 @@ public class AccountDataExportController : Controller
|
||||
case "Inventory": WriteCsvEntry(zip, "Inventory.csv", await BuildInventoryCsv(companyId)); break;
|
||||
case "Equipment": WriteCsvEntry(zip, "Equipment.csv", await BuildEquipmentCsv(companyId)); break;
|
||||
case "Vendors": WriteCsvEntry(zip, "Vendors.csv", await BuildVendorsCsv(companyId)); break;
|
||||
case "ShopWorkers": WriteCsvEntry(zip, "ShopWorkers.csv", await BuildShopWorkersCsv(companyId)); break;
|
||||
case "Users": WriteCsvEntry(zip, "Users.csv", await BuildUsersCsv(companyId)); break;
|
||||
}
|
||||
}
|
||||
@@ -268,12 +266,6 @@ public class AccountDataExportController : Controller
|
||||
.Where(s => s.CompanyId == companyId && !s.IsDeleted)
|
||||
.OrderBy(s => s.CompanyName).ToListAsync();
|
||||
|
||||
/// <summary>Fetches all non-deleted shop workers for the company.</summary>
|
||||
private Task<List<ShopWorker>> FetchShopWorkersAsync(int companyId) =>
|
||||
_db.ShopWorkers.AsNoTracking().IgnoreQueryFilters()
|
||||
.Where(w => w.CompanyId == companyId && !w.IsDeleted)
|
||||
.OrderBy(w => w.Name).ToListAsync();
|
||||
|
||||
/// <summary>
|
||||
/// Fetches all users for the company. <c>IsDeleted</c> is intentionally omitted because
|
||||
/// Identity users use <c>IsActive = false</c> for soft-deletion, not the base-entity flag.
|
||||
@@ -462,23 +454,6 @@ public class AccountDataExportController : Controller
|
||||
AutoFit(ws, headers.Length);
|
||||
}
|
||||
|
||||
private async Task AddShopWorkersSheet(ExcelPackage pkg, int companyId, Color hdr)
|
||||
{
|
||||
var data = await FetchShopWorkersAsync(companyId);
|
||||
var ws = pkg.Workbook.Worksheets.Add("Shop Workers");
|
||||
var headers = new[] { "ID", "Name", "Role", "Phone", "Email", "Active", "Notes" };
|
||||
WriteHeader(ws, headers, hdr);
|
||||
for (int i = 0; i < data.Count; i++)
|
||||
{
|
||||
var r = i + 2; var w = data[i];
|
||||
ws.Cells[r, 1].Value = w.Id; ws.Cells[r, 2].Value = w.Name;
|
||||
ws.Cells[r, 3].Value = w.Role.ToString(); ws.Cells[r, 4].Value = w.Phone;
|
||||
ws.Cells[r, 5].Value = w.Email; ws.Cells[r, 6].Value = w.IsActive ? "Yes" : "No";
|
||||
ws.Cells[r, 7].Value = w.Notes;
|
||||
}
|
||||
AutoFit(ws, headers.Length);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Adds a "Users" worksheet. All users (active and inactive) are included because Identity
|
||||
/// uses <c>IsActive = false</c> for soft-deletion; <c>IsDeleted</c> is not applicable here.
|
||||
@@ -611,17 +586,6 @@ public class AccountDataExportController : Controller
|
||||
return sb.ToString();
|
||||
}
|
||||
|
||||
/// <summary>Column names match <c>ShopWorkerImportDto</c> exactly so the file can be re-imported.</summary>
|
||||
private async Task<string> BuildShopWorkersCsv(int companyId)
|
||||
{
|
||||
var data = await FetchShopWorkersAsync(companyId);
|
||||
var sb = new StringBuilder();
|
||||
sb.AppendLine("Name,Role,Phone,Email,IsActive,Notes");
|
||||
foreach (var w in data)
|
||||
sb.AppendLine($"{CsvEscape(w.Name)},{w.Role},{CsvEscape(w.Phone)},{CsvEscape(w.Email)},{w.IsActive.ToString().ToLower()},{CsvEscape(w.Notes)}");
|
||||
return sb.ToString();
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// All users (active and inactive) are exported for completeness and compliance — mirrors
|
||||
/// the reasoning in <see cref="AddUsersSheet"/> and <see cref="FetchUsersAsync"/>.
|
||||
@@ -675,13 +639,13 @@ public class AccountDataExportController : Controller
|
||||
|
||||
/// <summary>
|
||||
/// Returns the subset of selected sheet names reordered into the canonical export sequence
|
||||
/// (Customers → Jobs → Quotes → Invoices → Inventory → Equipment → Vendors → ShopWorkers → Users).
|
||||
/// (Customers → Jobs → Quotes → Invoices → Inventory → Equipment → Vendors → Users).
|
||||
/// Guarantees consistent file layout regardless of the order check-boxes were ticked on the form.
|
||||
/// Sheet names not in the canonical list are silently dropped.
|
||||
/// </summary>
|
||||
private static string[] OrderSheets(string[] sheets)
|
||||
{
|
||||
var order = new[] { "Customers", "Jobs", "Quotes", "Invoices", "Inventory", "Equipment", "Vendors", "ShopWorkers", "Users" };
|
||||
var order = new[] { "Customers", "Jobs", "Quotes", "Invoices", "Inventory", "Equipment", "Vendors", "Users" };
|
||||
return order.Where(sheets.Contains).ToArray();
|
||||
}
|
||||
|
||||
|
||||
@@ -756,7 +756,6 @@ public class CompanySettingsController : Controller
|
||||
var costs = company.OperatingCosts;
|
||||
|
||||
var ovens = (await _unitOfWork.OvenCosts.FindAsync(o => o.IsActive)).OrderBy(o => o.DisplayOrder).ToList();
|
||||
var workers = (await _unitOfWork.ShopWorkers.FindAsync(w => w.IsActive)).ToList();
|
||||
var coatingCategories = (await _unitOfWork.InventoryCategoryLookups.FindAsync(c => c.IsCoating)).ToList();
|
||||
|
||||
var sb = new System.Text.StringBuilder();
|
||||
@@ -783,8 +782,7 @@ public class CompanySettingsController : Controller
|
||||
ShopCapabilityTier.Large => "high-volume",
|
||||
_ => "small"
|
||||
};
|
||||
sb.AppendLine($"We are a {tierLabel} operation" +
|
||||
(workers.Count > 0 ? $" with {workers.Count} active shop worker{(workers.Count == 1 ? "" : "s")}." : "."));
|
||||
sb.AppendLine($"We are a {tierLabel} operation.");
|
||||
}
|
||||
|
||||
// Ovens
|
||||
@@ -827,32 +825,6 @@ public class CompanySettingsController : Controller
|
||||
sb.AppendLine($"Powder categories we stock: {string.Join(", ", catNames)}.");
|
||||
}
|
||||
|
||||
// Worker roles
|
||||
if (workers.Any())
|
||||
{
|
||||
var roles = workers
|
||||
.Select(w => w.Role)
|
||||
.Distinct()
|
||||
.Select(r => r switch
|
||||
{
|
||||
ShopWorkerRole.Sandblaster => "sandblasting",
|
||||
ShopWorkerRole.Coater => "powder coating",
|
||||
ShopWorkerRole.Masker => "masking",
|
||||
ShopWorkerRole.QualityControl => "quality control",
|
||||
ShopWorkerRole.OvenOperator => "oven operation",
|
||||
ShopWorkerRole.Supervisor => "supervision",
|
||||
ShopWorkerRole.Maintenance => "equipment maintenance",
|
||||
_ => "general labor"
|
||||
})
|
||||
.Distinct()
|
||||
.ToList();
|
||||
if (roles.Count > 1)
|
||||
{
|
||||
sb.AppendLine();
|
||||
sb.AppendLine($"Staff specialties on hand: {string.Join(", ", roles)}.");
|
||||
}
|
||||
}
|
||||
|
||||
// Rates hint
|
||||
if (costs != null && costs.StandardLaborRate > 0)
|
||||
{
|
||||
@@ -2719,79 +2691,6 @@ public class CompanySettingsController : Controller
|
||||
|
||||
// ── Role-Based Labor Rates ────────────────────────────────────────────────
|
||||
|
||||
/// <summary>
|
||||
/// Returns the per-role hourly labor rates configured for the current company, keyed by
|
||||
/// <see cref="PowderCoating.Core.Enums.ShopWorkerRole"/> integer value. An empty list is returned
|
||||
/// (rather than a 404) when no rates have been configured yet, so the UI can render the rate grid
|
||||
/// without special-casing an empty state. The global multi-tenant filter on
|
||||
/// <c>ShopWorkerRoleCosts</c> ensures only this company's rates are returned.
|
||||
/// </summary>
|
||||
[HttpGet]
|
||||
public async Task<IActionResult> GetRoleCosts()
|
||||
{
|
||||
var companyId = _tenantContext.GetCurrentCompanyId();
|
||||
if (companyId == null) return Json(new List<object>());
|
||||
|
||||
var rates = await _unitOfWork.ShopWorkerRoleCosts.FindAsync(r => r.CompanyId == companyId.Value);
|
||||
var result = rates.Select(r => new { role = (int)r.Role, hourlyRate = r.HourlyRate }).ToList();
|
||||
return Json(result);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Upserts the per-role hourly labor rates for the current company. The operation handles three cases
|
||||
/// per rate in a single pass: (1) rate cleared (≤ 0) — soft-delete the existing record; (2) rate set
|
||||
/// but no existing record — insert new; (3) rate changed — update existing. This avoids full
|
||||
/// table replace semantics that could cause audit log noise or trigger unintended EF change-tracking.
|
||||
/// These rates are used by the pricing calculator when <c>UseRoleBasedLaborRates</c> is enabled in
|
||||
/// <c>CompanyOperatingCosts</c>.
|
||||
/// </summary>
|
||||
[HttpPost]
|
||||
public async Task<IActionResult> SaveRoleCosts([FromBody] List<SaveRoleCostDto> rates)
|
||||
{
|
||||
try
|
||||
{
|
||||
var companyId = _tenantContext.GetCurrentCompanyId();
|
||||
if (companyId == null) return Json(new { success = false, message = "No company found." });
|
||||
|
||||
var existing = (await _unitOfWork.ShopWorkerRoleCosts.FindAsync(r => r.CompanyId == companyId.Value)).ToList();
|
||||
|
||||
foreach (var dto in rates)
|
||||
{
|
||||
var record = existing.FirstOrDefault(r => (int)r.Role == dto.Role);
|
||||
if (dto.HourlyRate <= 0)
|
||||
{
|
||||
// Remove rate if cleared
|
||||
if (record != null)
|
||||
await _unitOfWork.ShopWorkerRoleCosts.SoftDeleteAsync(record.Id);
|
||||
}
|
||||
else if (record == null)
|
||||
{
|
||||
await _unitOfWork.ShopWorkerRoleCosts.AddAsync(new PowderCoating.Core.Entities.ShopWorkerRoleCost
|
||||
{
|
||||
CompanyId = companyId.Value,
|
||||
Role = (PowderCoating.Core.Enums.ShopWorkerRole)dto.Role,
|
||||
HourlyRate = dto.HourlyRate,
|
||||
CreatedAt = DateTime.UtcNow
|
||||
});
|
||||
}
|
||||
else
|
||||
{
|
||||
record.HourlyRate = dto.HourlyRate;
|
||||
record.UpdatedAt = DateTime.UtcNow;
|
||||
await _unitOfWork.ShopWorkerRoleCosts.UpdateAsync(record);
|
||||
}
|
||||
}
|
||||
|
||||
await _unitOfWork.CompleteAsync();
|
||||
return Json(new { success = true });
|
||||
}
|
||||
catch (Exception ex)
|
||||
{
|
||||
_logger.LogError(ex, "Error saving role costs");
|
||||
return Json(new { success = false, message = "An error occurred saving role rates." });
|
||||
}
|
||||
}
|
||||
|
||||
// ─── Stripe Connect ───────────────────────────────────────────────────────
|
||||
|
||||
/// <summary>
|
||||
@@ -3055,7 +2954,6 @@ public class CompanySettingsController : Controller
|
||||
}
|
||||
|
||||
public record SaveTemplateJsonRequest(int Id, string? Subject, string? Body);
|
||||
public record SaveRoleCostDto(int Role, decimal HourlyRate);
|
||||
public record SaveOnlinePaymentSettingsDto(
|
||||
OnlinePaymentSurchargeType SurchargeType,
|
||||
decimal SurchargeValue,
|
||||
|
||||
@@ -226,11 +226,9 @@ public class CompanyUsersController : Controller
|
||||
/// Creates a new company user, enforcing the subscription user-count limit and a whitelist
|
||||
/// of valid <c>CompanyRole</c> values (preventing callers from submitting a null role to
|
||||
/// create a SuperAdmin-equivalent account). CompanyAdmin users automatically receive all
|
||||
/// per-feature permissions unless a SuperAdmin is explicitly customising them. Workers
|
||||
/// additionally get an auto-created <see cref="ShopWorker"/> record so they appear in job
|
||||
/// assignment dropdowns without a separate onboarding step. A legacy ASP.NET Identity role
|
||||
/// (Administrator / Manager / Employee / ReadOnly) is also assigned to satisfy policy
|
||||
/// checks that still reference the role system.
|
||||
/// per-feature permissions unless a SuperAdmin is explicitly customising them. A legacy
|
||||
/// ASP.NET Identity role (Administrator / Manager / Employee / ReadOnly) is also assigned
|
||||
/// to satisfy policy checks that still reference the role system.
|
||||
/// </summary>
|
||||
// POST: CompanyUsers/Create
|
||||
[HttpPost]
|
||||
@@ -351,27 +349,7 @@ public class CompanyUsersController : Controller
|
||||
|
||||
await _userManager.AddToRoleAsync(user, legacyRole);
|
||||
|
||||
// If Worker role, automatically create a ShopWorker record
|
||||
if (model.CompanyRole == AppConstants.CompanyRoles.Worker)
|
||||
{
|
||||
var shopWorker = new ShopWorker
|
||||
{
|
||||
Name = user.FullName,
|
||||
Email = user.Email,
|
||||
Phone = user.PhoneNumber,
|
||||
IsActive = true,
|
||||
Notes = $"Auto-created from user account: {user.Email}",
|
||||
Role = Core.Enums.ShopWorkerRole.GeneralLabor, // Default role
|
||||
CompanyId = companyId!.Value
|
||||
};
|
||||
|
||||
await _unitOfWork.ShopWorkers.AddAsync(shopWorker);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
|
||||
_logger.LogInformation("ShopWorker record created for user {Email}", user.Email);
|
||||
}
|
||||
|
||||
_logger.LogInformation("User {Email} created successfully by {Admin}",
|
||||
_logger.LogInformation("User {Email} created successfully by {Admin}",
|
||||
user.Email, User.Identity?.Name);
|
||||
|
||||
TempData["Success"] = $"User '{user.FullName}' created successfully.";
|
||||
@@ -441,6 +419,7 @@ public class CompanyUsersController : Controller
|
||||
CompanyRole = user.CompanyRole ?? AppConstants.CompanyRoles.Viewer,
|
||||
Department = user.Department,
|
||||
Position = user.Position,
|
||||
LaborCostPerHour = user.LaborCostPerHour,
|
||||
Phone = user.PhoneNumber,
|
||||
IsActive = user.IsActive,
|
||||
HireDate = user.HireDate,
|
||||
@@ -479,11 +458,9 @@ public class CompanyUsersController : Controller
|
||||
/// Saves changes to an existing company user. Validates company isolation and role whitelist
|
||||
/// (same checks as <see cref="Edit(string, string)"/>). Prevents two dangerous deactivation
|
||||
/// scenarios: a user deactivating themselves, and deactivating the last active CompanyAdmin
|
||||
/// for a company (which would lock out the tenant). When the role changes to Worker and no
|
||||
/// matching <see cref="ShopWorker"/> record exists, one is created automatically; if one
|
||||
/// already exists, its name, email, and active status are kept in sync. Email changes are
|
||||
/// applied via <c>SetEmailAsync</c> / <c>SetUserNameAsync</c> after the main update so
|
||||
/// Identity's own normalisation logic runs correctly.
|
||||
/// for a company (which would lock out the tenant). Email changes are applied via
|
||||
/// <c>SetEmailAsync</c> / <c>SetUserNameAsync</c> after the main update so Identity's own
|
||||
/// normalisation logic runs correctly.
|
||||
/// </summary>
|
||||
// POST: CompanyUsers/Edit/id
|
||||
[HttpPost]
|
||||
@@ -596,6 +573,7 @@ public class CompanyUsersController : Controller
|
||||
user.CompanyRole = model.CompanyRole;
|
||||
user.Department = model.Department;
|
||||
user.Position = model.Position;
|
||||
user.LaborCostPerHour = model.LaborCostPerHour;
|
||||
user.PhoneNumber = model.Phone;
|
||||
user.IsActive = model.IsActive;
|
||||
user.HireDate = model.HireDate;
|
||||
@@ -632,60 +610,7 @@ public class CompanyUsersController : Controller
|
||||
user.Id, oldEmail, model.Email, User.Identity?.Name);
|
||||
}
|
||||
|
||||
// If role changed to Worker, ensure ShopWorker record exists
|
||||
if (model.CompanyRole == AppConstants.CompanyRoles.Worker)
|
||||
{
|
||||
// Search by oldEmail so we find the record even when the email just changed
|
||||
var lookupEmail = emailChanged ? oldEmail : user.Email;
|
||||
var existingShopWorker = (await _unitOfWork.ShopWorkers.FindAsync(
|
||||
sw => sw.Email == lookupEmail && sw.CompanyId == user.CompanyId)).ToList();
|
||||
|
||||
if (!existingShopWorker.Any())
|
||||
{
|
||||
var shopWorker = new ShopWorker
|
||||
{
|
||||
Name = user.FullName,
|
||||
Email = user.Email,
|
||||
Phone = user.PhoneNumber,
|
||||
IsActive = user.IsActive,
|
||||
Notes = $"Auto-created from user account: {user.Email}",
|
||||
Role = Core.Enums.ShopWorkerRole.GeneralLabor, // Default role
|
||||
CompanyId = user.CompanyId
|
||||
};
|
||||
|
||||
await _unitOfWork.ShopWorkers.AddAsync(shopWorker);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
|
||||
_logger.LogInformation("ShopWorker record created for user {Email}", user.Email);
|
||||
}
|
||||
else
|
||||
{
|
||||
// Update existing ShopWorker to ensure it's active
|
||||
var shopWorker = existingShopWorker.First();
|
||||
var shopWorkerDirty = false;
|
||||
|
||||
if (!shopWorker.IsActive && user.IsActive)
|
||||
{
|
||||
shopWorker.IsActive = true;
|
||||
shopWorkerDirty = true;
|
||||
_logger.LogInformation("ShopWorker record reactivated for user {Email}", user.Email);
|
||||
}
|
||||
|
||||
if (emailChanged && shopWorker.Email == oldEmail)
|
||||
{
|
||||
shopWorker.Email = user.Email;
|
||||
shopWorkerDirty = true;
|
||||
}
|
||||
|
||||
shopWorker.Name = user.FullName;
|
||||
shopWorker.Phone = user.PhoneNumber;
|
||||
|
||||
if (shopWorkerDirty)
|
||||
await _unitOfWork.CompleteAsync();
|
||||
}
|
||||
}
|
||||
|
||||
_logger.LogInformation("User {Email} updated successfully by {Admin}",
|
||||
_logger.LogInformation("User {Email} updated successfully by {Admin}",
|
||||
user.Email, User.Identity?.Name);
|
||||
|
||||
TempData["Success"] = "User updated successfully.";
|
||||
|
||||
@@ -122,7 +122,6 @@ public class DataExportController : Controller
|
||||
case "Inventory": await AddInventorySheet(package, companyId, headerColor); break;
|
||||
case "Equipment": await AddEquipmentSheet(package, companyId, headerColor); break;
|
||||
case "Vendors": await AddVendorsSheet(package, companyId, headerColor); break;
|
||||
case "ShopWorkers": await AddShopWorkersSheet(package, companyId, headerColor); break;
|
||||
case "Users": await AddUsersSheet(package, companyId, headerColor); break;
|
||||
}
|
||||
}
|
||||
@@ -172,7 +171,6 @@ public class DataExportController : Controller
|
||||
case "Inventory": WriteCsvEntry(zip, "Inventory.csv", await BuildInventoryCsv(companyId)); break;
|
||||
case "Equipment": WriteCsvEntry(zip, "Equipment.csv", await BuildEquipmentCsv(companyId)); break;
|
||||
case "Vendors": WriteCsvEntry(zip, "Vendors.csv", await BuildVendorsCsv(companyId)); break;
|
||||
case "ShopWorkers": WriteCsvEntry(zip, "ShopWorkers.csv", await BuildShopWorkersCsv(companyId)); break;
|
||||
case "Users": WriteCsvEntry(zip, "Users.csv", await BuildUsersCsv(companyId)); break;
|
||||
}
|
||||
}
|
||||
@@ -441,38 +439,6 @@ public class DataExportController : Controller
|
||||
AutoFit(ws, headers.Length);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Adds a "Shop Workers" worksheet with one row per non-deleted shop worker for the
|
||||
/// specified company. <c>Role.ToString()</c> converts the enum to a string; the view
|
||||
/// typically formats these with spaces (e.g. "QualityControl" → "Quality Control") but the
|
||||
/// raw enum name is used here so the export value is round-trip parseable.
|
||||
/// </summary>
|
||||
private async Task AddShopWorkersSheet(ExcelPackage pkg, int companyId, Color hdr)
|
||||
{
|
||||
var data = await _db.ShopWorkers.AsNoTracking().IgnoreQueryFilters()
|
||||
.Where(w => w.CompanyId == companyId && !w.IsDeleted)
|
||||
.OrderBy(w => w.Name)
|
||||
.ToListAsync();
|
||||
|
||||
var ws = pkg.Workbook.Worksheets.Add("Shop Workers");
|
||||
var headers = new[] { "ID", "Name", "Role", "Phone", "Email", "Active", "Notes" };
|
||||
WriteHeader(ws, headers, hdr);
|
||||
|
||||
for (int i = 0; i < data.Count; i++)
|
||||
{
|
||||
var r = i + 2;
|
||||
var w = data[i];
|
||||
ws.Cells[r, 1].Value = w.Id;
|
||||
ws.Cells[r, 2].Value = w.Name;
|
||||
ws.Cells[r, 3].Value = w.Role.ToString();
|
||||
ws.Cells[r, 4].Value = w.Phone;
|
||||
ws.Cells[r, 5].Value = w.Email;
|
||||
ws.Cells[r, 6].Value = w.IsActive ? "Yes" : "No";
|
||||
ws.Cells[r, 7].Value = w.Notes;
|
||||
}
|
||||
AutoFit(ws, headers.Length);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Adds an "Invoices" worksheet with one row per non-deleted invoice for the specified company.
|
||||
/// The customer navigation is eagerly loaded so the customer name can be rendered; when a
|
||||
@@ -687,21 +653,6 @@ public class DataExportController : Controller
|
||||
return sb.ToString();
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Builds the shop workers CSV string for the specified company, ordered alphabetically by name.
|
||||
/// Column names match <see cref="ShopWorkerImportDto"/> exactly so the file can be re-imported.
|
||||
/// </summary>
|
||||
private async Task<string> BuildShopWorkersCsv(int companyId)
|
||||
{
|
||||
var data = await _db.ShopWorkers.AsNoTracking().IgnoreQueryFilters()
|
||||
.Where(w => w.CompanyId == companyId && !w.IsDeleted).OrderBy(w => w.Name).ToListAsync();
|
||||
var sb = new StringBuilder();
|
||||
sb.AppendLine("Name,Role,Phone,Email,IsActive,Notes");
|
||||
foreach (var w in data)
|
||||
sb.AppendLine($"{CsvEscape(w.Name)},{w.Role},{CsvEscape(w.Phone)},{CsvEscape(w.Email)},{w.IsActive.ToString().ToLower()},{CsvEscape(w.Notes)}");
|
||||
return sb.ToString();
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Builds the users CSV string for the specified company, ordered by last name.
|
||||
/// Like <see cref="AddUsersSheet"/>, the <c>IsDeleted</c> filter is intentionally omitted
|
||||
@@ -761,7 +712,7 @@ public class DataExportController : Controller
|
||||
|
||||
/// <summary>
|
||||
/// Returns the requested sheet names sorted into the canonical export order
|
||||
/// (Customers → Jobs → Quotes → Invoices → Inventory → Equipment → Vendors → ShopWorkers → Users).
|
||||
/// (Customers → Jobs → Quotes → Invoices → Inventory → Equipment → Vendors → Users).
|
||||
/// This ensures that the workbook and ZIP archive always have a predictable, logical layout
|
||||
/// regardless of the order the administrator checked the boxes on the form.
|
||||
/// Any sheet name not in the canonical list is silently ignored.
|
||||
@@ -769,7 +720,7 @@ public class DataExportController : Controller
|
||||
/// <param name="sheets">Raw sheet names from the form POST.</param>
|
||||
private static string[] OrderSheets(string[] sheets)
|
||||
{
|
||||
var order = new[] { "Customers", "Jobs", "Quotes", "Invoices", "Inventory", "Equipment", "Vendors", "ShopWorkers", "Users" };
|
||||
var order = new[] { "Customers", "Jobs", "Quotes", "Invoices", "Inventory", "Equipment", "Vendors", "Users" };
|
||||
return order.Where(sheets.Contains).ToArray();
|
||||
}
|
||||
|
||||
|
||||
@@ -175,7 +175,6 @@ public class DataPurgeController : Controller
|
||||
stats.Add(await Stat("Equipment", "Equipment", "bi-tools", "Inventory & Ops", _db.Equipment.Where(e => e.IsDeleted)));
|
||||
stats.Add(await Stat("MaintenanceRecords","Maintenance Records", "bi-wrench", "Inventory & Ops", _db.MaintenanceRecords.Where(e => e.IsDeleted)));
|
||||
stats.Add(await Stat("Vendors", "Vendors", "bi-truck", "Inventory & Ops", _db.Vendors.Where(e => e.IsDeleted)));
|
||||
stats.Add(await Stat("ShopWorkers", "Shop Workers", "bi-person-badge","Inventory & Ops", _db.ShopWorkers.Where(e => e.IsDeleted)));
|
||||
|
||||
return stats;
|
||||
}
|
||||
@@ -204,7 +203,6 @@ public class DataPurgeController : Controller
|
||||
"Equipment" => await QueryCount(_db.Equipment, cutoff),
|
||||
"MaintenanceRecords" => await QueryCount(_db.MaintenanceRecords, cutoff),
|
||||
"Vendors" => await QueryCount(_db.Vendors, cutoff),
|
||||
"ShopWorkers" => await QueryCount(_db.ShopWorkers, cutoff),
|
||||
_ => (0, null)
|
||||
};
|
||||
}
|
||||
@@ -324,11 +322,6 @@ public class DataPurgeController : Controller
|
||||
.Where(e => e.IsDeleted && e.DeletedAt <= cutoff).ExecuteDeleteAsync();
|
||||
break;
|
||||
|
||||
case "ShopWorkers":
|
||||
count = await _db.ShopWorkers.IgnoreQueryFilters()
|
||||
.Where(e => e.IsDeleted && e.DeletedAt <= cutoff).ExecuteDeleteAsync();
|
||||
break;
|
||||
|
||||
default:
|
||||
return 0;
|
||||
}
|
||||
@@ -359,7 +352,7 @@ public class DataPurgeController : Controller
|
||||
"MaintenanceRecords",
|
||||
"Jobs", "Customers", "Quotes",
|
||||
"InventoryItems", "Equipment",
|
||||
"Vendors", "ShopWorkers"
|
||||
"Vendors"
|
||||
};
|
||||
return order.Where(entities.Contains).ToArray();
|
||||
}
|
||||
|
||||
@@ -38,14 +38,6 @@ namespace PowderCoating.Web.Controllers
|
||||
return View();
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Serves the Shop Workers help article describing roles, assignment to jobs, and maintenance tasks.
|
||||
/// </summary>
|
||||
public IActionResult ShopWorkers()
|
||||
{
|
||||
return View();
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Serves the Equipment help article explaining the equipment status lifecycle and maintenance scheduling.
|
||||
/// </summary>
|
||||
|
||||
@@ -340,13 +340,14 @@ public class InvoicesController : Controller
|
||||
var costs = await _unitOfWork.CompanyOperatingCosts
|
||||
.FirstOrDefaultAsync(c => c.CompanyId == currentUser.CompanyId && !c.IsDeleted);
|
||||
|
||||
var defaultTerms = prefs?.DefaultPaymentTerms ?? "Net 30";
|
||||
var dto = new CreateInvoiceDto
|
||||
{
|
||||
PreparedById = currentUser.Id,
|
||||
InvoiceDate = DateTime.Today,
|
||||
DueDate = DateTime.Today.AddDays(prefs?.DefaultTurnaroundDays ?? 30),
|
||||
DueDate = PaymentTermsParser.CalculateDueDate(defaultTerms, DateTime.Today),
|
||||
TaxPercent = costs?.TaxPercent ?? 0,
|
||||
Terms = prefs?.DefaultPaymentTerms ?? "Net 30"
|
||||
Terms = defaultTerms
|
||||
};
|
||||
|
||||
if (jobId.HasValue)
|
||||
@@ -378,6 +379,13 @@ public class InvoicesController : Controller
|
||||
var defaultRevenueAccount = await _unitOfWork.Accounts
|
||||
.FirstOrDefaultAsync(a => a.AccountNumber == "4000" && a.IsActive);
|
||||
|
||||
// Deserialize the job's pricing snapshot up front — it is authoritative for discount,
|
||||
// tax, and fees for both quote-based and direct jobs, because it is recalculated on
|
||||
// every save and reflects any edits made after quote conversion.
|
||||
QuotePricingBreakdownDto? jobBreakdown = null;
|
||||
if (!string.IsNullOrEmpty(job.PricingBreakdownJson))
|
||||
jobBreakdown = JsonSerializer.Deserialize<QuotePricingBreakdownDto>(job.PricingBreakdownJson);
|
||||
|
||||
// If the job came from a quote, load it so we can use the agreed pricing.
|
||||
// The quote stores the approved total including oven batch cost and shop supplies —
|
||||
// these are quote-level charges that are NOT stored on individual job items.
|
||||
@@ -461,17 +469,15 @@ public class InvoicesController : Controller
|
||||
});
|
||||
}
|
||||
|
||||
// Use the quote's agreed tax rate and discount — not current company defaults
|
||||
dto.TaxPercent = sourceQuote.TaxPercent;
|
||||
// Use the quote's agreed tax rate and discount — these represent the customer-approved
|
||||
// price and must not be recomputed from the job's current state.
|
||||
dto.TaxPercent = sourceQuote.TaxPercent;
|
||||
dto.DiscountAmount = sourceQuote.DiscountAmount;
|
||||
}
|
||||
else if (hadJobItems)
|
||||
{
|
||||
// Direct job — no source quote. Read all charges from the pricing snapshot so the
|
||||
// invoice always matches the total shown on the job's Pricing Summary card.
|
||||
QuotePricingBreakdownDto? jobBreakdown = null;
|
||||
if (!string.IsNullOrEmpty(job.PricingBreakdownJson))
|
||||
jobBreakdown = JsonSerializer.Deserialize<QuotePricingBreakdownDto>(job.PricingBreakdownJson);
|
||||
|
||||
if (job.OvenBatchCost > 0.01m)
|
||||
{
|
||||
@@ -529,6 +535,22 @@ public class InvoicesController : Controller
|
||||
RevenueAccountId = defaultRevenueAccount?.Id
|
||||
});
|
||||
}
|
||||
|
||||
dto.DiscountAmount = jobBreakdown?.DiscountAmount ?? 0;
|
||||
}
|
||||
|
||||
// Inherit payment terms from the source quote or the customer — more specific than
|
||||
// the company-wide default set in the outer DTO. Quote terms take priority because
|
||||
// they represent the agreed price; customer terms are next best for direct jobs.
|
||||
var inheritedTerms = sourceQuote?.Terms ?? job.Customer?.PaymentTerms;
|
||||
if (!string.IsNullOrWhiteSpace(inheritedTerms))
|
||||
{
|
||||
dto.Terms = inheritedTerms;
|
||||
dto.DueDate = PaymentTermsParser.CalculateDueDate(inheritedTerms, DateTime.Today)
|
||||
?? dto.DueDate;
|
||||
var (discPct, discDays) = PaymentTermsParser.ParseEarlyPaymentDiscount(inheritedTerms);
|
||||
dto.EarlyPaymentDiscountPercent = discPct;
|
||||
dto.EarlyPaymentDiscountDays = discDays;
|
||||
}
|
||||
|
||||
// Override tax to 0 for tax-exempt customers, regardless of company default or quote rate
|
||||
|
||||
@@ -498,6 +498,23 @@ public class JobsController : Controller
|
||||
.OrderByDescending(t => t.TransactionDate).ToList();
|
||||
ViewBag.MaterialsUsed = allJobTransactions;
|
||||
|
||||
// Inventory items for the manual log-material modal
|
||||
var inventoryItemsForModal = (await _unitOfWork.InventoryItems.GetAllAsync())
|
||||
.OrderBy(i => i.Name)
|
||||
.Select(i => new { i.Id, i.Name, i.Manufacturer, i.UnitOfMeasure, i.QuantityOnHand })
|
||||
.ToList();
|
||||
var jsonOpts = new System.Text.Json.JsonSerializerOptions { PropertyNamingPolicy = System.Text.Json.JsonNamingPolicy.CamelCase };
|
||||
ViewBag.InventoryItemsForModal = System.Text.Json.JsonSerializer.Serialize(inventoryItemsForModal, jsonOpts);
|
||||
|
||||
// IDs of powders already assigned to this job's coats — shown at top of log-material dropdown
|
||||
var jobPowderIds = (jobDto.Items ?? new List<PowderCoating.Application.DTOs.Job.JobItemDto>())
|
||||
.SelectMany(i => i.Coats ?? new List<PowderCoating.Application.DTOs.Job.JobItemCoatDto>())
|
||||
.Where(c => c.InventoryItemId.HasValue)
|
||||
.Select(c => c.InventoryItemId!.Value)
|
||||
.Distinct()
|
||||
.ToList();
|
||||
ViewBag.JobPowderIds = System.Text.Json.JsonSerializer.Serialize(jobPowderIds, jsonOpts);
|
||||
|
||||
// Pre-logged powder grouped by InventoryItemId (for Complete Job modal pre-fill)
|
||||
ViewBag.PreLoggedPowder = allJobTransactions
|
||||
.GroupBy(t => t.InventoryItemId)
|
||||
@@ -2648,78 +2665,80 @@ public class JobsController : Controller
|
||||
.GroupBy(t => t.InventoryItemId)
|
||||
.ToDictionary(g => g.Key, g => Math.Abs(g.Sum(t => t.Quantity)));
|
||||
|
||||
// Update actual powder usage for each coat
|
||||
foreach (var coatUsage in dto.CoatUsages)
|
||||
// Process powder usage submitted per inventory item (color) for the whole job.
|
||||
// Distribute entered lbs across coats sharing that InventoryItemId proportionally
|
||||
// by estimated PowderToOrder so per-coat reporting stays meaningful.
|
||||
// One inventory deduction per powder (net of pre-logged credit).
|
||||
if (dto.PowderUsages.Any())
|
||||
{
|
||||
var jobItemCoat = await _unitOfWork.JobItemCoats.GetByIdAsync(
|
||||
coatUsage.JobItemCoatId,
|
||||
false,
|
||||
jic => jic.InventoryItem);
|
||||
// Load all coats for the job with their inventory items
|
||||
var allCoats = (await _unitOfWork.JobItemCoats.FindAsync(
|
||||
jic => jic.JobItem != null && jic.JobItem.JobId == dto.JobId,
|
||||
false, jic => jic.InventoryItem, jic => jic.JobItem))
|
||||
.ToList();
|
||||
|
||||
if (jobItemCoat != null)
|
||||
foreach (var powderUsage in dto.PowderUsages)
|
||||
{
|
||||
jobItemCoat.ActualPowderUsedLbs = coatUsage.ActualPowderUsedLbs;
|
||||
await _unitOfWork.JobItemCoats.UpdateAsync(jobItemCoat);
|
||||
if (!powderUsage.ActualPowderUsedLbs.HasValue || powderUsage.ActualPowderUsedLbs.Value <= 0)
|
||||
continue;
|
||||
|
||||
_logger.LogInformation("Updated JobItemCoat {CoatId} with {Lbs} lbs actual powder used",
|
||||
coatUsage.JobItemCoatId, coatUsage.ActualPowderUsedLbs);
|
||||
var invItemId = powderUsage.InventoryItemId;
|
||||
var totalActualLbs = powderUsage.ActualPowderUsedLbs.Value;
|
||||
|
||||
// Deduct powder from inventory if using stock powder
|
||||
if (jobItemCoat.InventoryItemId.HasValue &&
|
||||
coatUsage.ActualPowderUsedLbs.HasValue &&
|
||||
coatUsage.ActualPowderUsedLbs.Value > 0)
|
||||
// Distribute across coats using this powder proportionally by estimated lbs
|
||||
var coatsForPowder = allCoats.Where(c => c.InventoryItemId == invItemId).ToList();
|
||||
if (coatsForPowder.Any())
|
||||
{
|
||||
var invItemId = jobItemCoat.InventoryItemId.Value;
|
||||
var actualLbs = coatUsage.ActualPowderUsedLbs.Value;
|
||||
|
||||
// Apply available pre-logged credit so we don't double-deduct
|
||||
var credit = preLoggedCredit.GetValueOrDefault(invItemId, 0m);
|
||||
var deductNow = Math.Max(0m, actualLbs - credit);
|
||||
// Consume credit (other coats sharing the same powder get whatever remains)
|
||||
preLoggedCredit[invItemId] = Math.Max(0m, credit - actualLbs);
|
||||
|
||||
if (deductNow > 0)
|
||||
var totalEstimated = coatsForPowder.Sum(c => c.PowderToOrder ?? 0m);
|
||||
foreach (var coat in coatsForPowder)
|
||||
{
|
||||
var inventoryItem = await _unitOfWork.InventoryItems.GetByIdAsync(invItemId);
|
||||
if (inventoryItem != null)
|
||||
{
|
||||
var transaction = new InventoryTransaction
|
||||
{
|
||||
InventoryItemId = inventoryItem.Id,
|
||||
TransactionType = InventoryTransactionType.JobUsage,
|
||||
Quantity = -deductNow,
|
||||
UnitCost = inventoryItem.UnitCost,
|
||||
TotalCost = inventoryItem.UnitCost * deductNow,
|
||||
TransactionDate = DateTime.UtcNow,
|
||||
JobId = job.Id,
|
||||
Reference = job.JobNumber,
|
||||
Notes = $"Powder used for Job {job.JobNumber} - {jobItemCoat.CoatName} ({jobItemCoat.ColorName ?? "N/A"}) by {currentUser!.FirstName} {currentUser.LastName}",
|
||||
BalanceAfter = inventoryItem.QuantityOnHand - deductNow,
|
||||
CompanyId = job.CompanyId
|
||||
};
|
||||
|
||||
await _unitOfWork.InventoryTransactions.AddAsync(transaction);
|
||||
inventoryItem.QuantityOnHand -= deductNow;
|
||||
await _unitOfWork.InventoryItems.UpdateAsync(inventoryItem);
|
||||
|
||||
// GL: DR COGS, CR Inventory Asset (accrual) — no-op if accounts not configured
|
||||
if (inventoryItem.CogsAccountId.HasValue && inventoryItem.InventoryAccountId.HasValue)
|
||||
{
|
||||
var cost = deductNow * (inventoryItem.AverageCost > 0 ? inventoryItem.AverageCost : inventoryItem.UnitCost);
|
||||
await _accountBalanceService.DebitAsync(inventoryItem.CogsAccountId, cost);
|
||||
await _accountBalanceService.CreditAsync(inventoryItem.InventoryAccountId, cost);
|
||||
}
|
||||
|
||||
_logger.LogInformation(
|
||||
"Deducted {Lbs} lbs (net of pre-logged) of {Item} from inventory for Job {JobNumber}. New quantity: {NewQty}",
|
||||
deductNow, inventoryItem.Name, job.JobNumber, inventoryItem.QuantityOnHand);
|
||||
}
|
||||
var share = totalEstimated > 0
|
||||
? totalActualLbs * ((coat.PowderToOrder ?? 0m) / totalEstimated)
|
||||
: totalActualLbs / coatsForPowder.Count;
|
||||
coat.ActualPowderUsedLbs = Math.Round(share, 4);
|
||||
await _unitOfWork.JobItemCoats.UpdateAsync(coat);
|
||||
}
|
||||
else
|
||||
}
|
||||
|
||||
// Single inventory deduction for the whole powder, net of pre-logged credit
|
||||
var credit = preLoggedCredit.GetValueOrDefault(invItemId, 0m);
|
||||
var deductNow = Math.Max(0m, totalActualLbs - credit);
|
||||
preLoggedCredit[invItemId] = 0m;
|
||||
|
||||
if (deductNow > 0)
|
||||
{
|
||||
var inventoryItem = await _unitOfWork.InventoryItems.GetByIdAsync(invItemId);
|
||||
if (inventoryItem != null)
|
||||
{
|
||||
inventoryItem.QuantityOnHand -= deductNow;
|
||||
await _unitOfWork.InventoryItems.UpdateAsync(inventoryItem);
|
||||
|
||||
var transaction = new InventoryTransaction
|
||||
{
|
||||
InventoryItemId = inventoryItem.Id,
|
||||
TransactionType = InventoryTransactionType.JobUsage,
|
||||
Quantity = -deductNow,
|
||||
UnitCost = inventoryItem.UnitCost,
|
||||
TotalCost = inventoryItem.UnitCost * deductNow,
|
||||
TransactionDate = DateTime.UtcNow,
|
||||
JobId = job.Id,
|
||||
Reference = job.JobNumber,
|
||||
Notes = $"Powder used for Job {job.JobNumber} by {currentUser!.FirstName} {currentUser.LastName}",
|
||||
BalanceAfter = inventoryItem.QuantityOnHand,
|
||||
CompanyId = job.CompanyId
|
||||
};
|
||||
await _unitOfWork.InventoryTransactions.AddAsync(transaction);
|
||||
|
||||
if (inventoryItem.CogsAccountId.HasValue && inventoryItem.InventoryAccountId.HasValue)
|
||||
{
|
||||
var cost = deductNow * (inventoryItem.AverageCost > 0 ? inventoryItem.AverageCost : inventoryItem.UnitCost);
|
||||
await _accountBalanceService.DebitAsync(inventoryItem.CogsAccountId, cost);
|
||||
await _accountBalanceService.CreditAsync(inventoryItem.InventoryAccountId, cost);
|
||||
}
|
||||
|
||||
_logger.LogInformation(
|
||||
"Skipped inventory deduction for JobItemCoat {CoatId} — {Lbs} lbs already pre-logged for inventory item {InvItemId}",
|
||||
coatUsage.JobItemCoatId, actualLbs, invItemId);
|
||||
"Deducted {Lbs} lbs (net of pre-logged) of {Item} from inventory for Job {JobNumber}. New quantity: {NewQty}",
|
||||
deductNow, inventoryItem.Name, job.JobNumber, inventoryItem.QuantityOnHand);
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -3368,8 +3387,7 @@ public class JobsController : Controller
|
||||
public async Task<IActionResult> GetTimeEntries(int jobId)
|
||||
{
|
||||
var entries = await _unitOfWork.JobTimeEntries.FindAsync(
|
||||
e => e.JobId == jobId, false,
|
||||
e => e.Worker); // Worker nav loaded for display of legacy entries that pre-date user migration
|
||||
e => e.JobId == jobId, false);
|
||||
var dtos = _mapper.Map<List<JobTimeEntryDto>>(entries.OrderByDescending(e => e.WorkDate).ToList());
|
||||
return Json(dtos);
|
||||
}
|
||||
@@ -3823,15 +3841,24 @@ public class JobsController : Controller
|
||||
|
||||
// Operating costs for fallback labor rate and oven rate
|
||||
var opCosts = (await _unitOfWork.CompanyOperatingCosts.FindAsync(c => c.CompanyId == companyId)).FirstOrDefault();
|
||||
var fallbackLaborRate = opCosts?.StandardLaborRate ?? 0m;
|
||||
var effectiveOvenMinutes = (opCosts?.DefaultOvenCycleMinutes > 0 ? (int?)opCosts!.DefaultOvenCycleMinutes : null) ?? 45;
|
||||
var defaultOvenCycleHours = effectiveOvenMinutes / 60.0m;
|
||||
|
||||
// Role cost rates map: role → hourly rate
|
||||
var roleCosts = await _unitOfWork.ShopWorkerRoleCosts.FindAsync(r => r.CompanyId == companyId);
|
||||
var roleCostMap = roleCosts.ToDictionary(r => r.Role, r => r.HourlyRate);
|
||||
// Labor cost rate priority: per-user LaborCostPerHour → company LaborCostPerHour → 20% of StandardLaborRate
|
||||
var companyLaborCostRate = opCosts?.LaborCostPerHour ?? ((opCosts?.StandardLaborRate ?? 0m) * 0.20m);
|
||||
var companyUsers = await _userManager.Users
|
||||
.Where(u => u.CompanyId == companyId && u.LaborCostPerHour != null)
|
||||
.Select(u => new { u.Id, u.LaborCostPerHour })
|
||||
.ToListAsync();
|
||||
var userLaborCostMap = companyUsers.ToDictionary(u => u.Id, u => u.LaborCostPerHour!.Value);
|
||||
|
||||
// 1. Powder / Material cost
|
||||
// Priority: PowderUsageLog actuals (sum per coat) > coat.ActualPowderUsedLbs > coat.PowderToOrder (estimated)
|
||||
var usageLogs = await _unitOfWork.PowderUsageLogs.FindAsync(u => u.JobId == jobId);
|
||||
var actualByCoat = usageLogs
|
||||
.GroupBy(u => u.JobItemCoatId)
|
||||
.ToDictionary(g => g.Key, g => g.Sum(u => u.ActualLbsUsed));
|
||||
|
||||
decimal powderCost = 0m;
|
||||
var powderLines = new List<object>();
|
||||
bool hasCoatsWithRateButNoQty = false;
|
||||
@@ -3839,7 +3866,19 @@ public class JobsController : Controller
|
||||
{
|
||||
foreach (var coat in item.Coats)
|
||||
{
|
||||
var lbs = coat.ActualPowderUsedLbs ?? coat.PowderToOrder ?? 0m;
|
||||
bool isActual;
|
||||
decimal lbs;
|
||||
if (actualByCoat.TryGetValue(coat.Id, out var loggedLbs) && loggedLbs > 0)
|
||||
{
|
||||
lbs = loggedLbs;
|
||||
isActual = true;
|
||||
}
|
||||
else
|
||||
{
|
||||
lbs = coat.ActualPowderUsedLbs ?? coat.PowderToOrder ?? 0m;
|
||||
isActual = coat.ActualPowderUsedLbs.HasValue;
|
||||
}
|
||||
|
||||
var costPerLb = coat.PowderCostPerLb ?? 0m;
|
||||
var lineCost = lbs * costPerLb;
|
||||
powderCost += lineCost;
|
||||
@@ -3850,7 +3889,7 @@ public class JobsController : Controller
|
||||
lbs = Math.Round(lbs, 3),
|
||||
costPerLb = Math.Round(costPerLb, 4),
|
||||
total = Math.Round(lineCost, 2),
|
||||
isActual = coat.ActualPowderUsedLbs.HasValue
|
||||
isActual
|
||||
});
|
||||
}
|
||||
else if (costPerLb > 0 && lbs == 0)
|
||||
@@ -3862,20 +3901,23 @@ public class JobsController : Controller
|
||||
}
|
||||
|
||||
// 2. Labor cost
|
||||
// Priority: per-user LaborCostPerHour → company LaborCostPerHour → 20% of StandardLaborRate
|
||||
decimal laborCost = 0m;
|
||||
var laborLines = new List<object>();
|
||||
foreach (var entry in job.TimeEntries)
|
||||
{
|
||||
var rate = entry.Worker != null && roleCostMap.TryGetValue(entry.Worker.Role, out var r) ? r : fallbackLaborRate;
|
||||
bool usingPerUser = entry.UserId != null && userLaborCostMap.TryGetValue(entry.UserId, out _);
|
||||
var rate = usingPerUser
|
||||
? userLaborCostMap[entry.UserId!]
|
||||
: companyLaborCostRate;
|
||||
var lineCost = entry.HoursWorked * rate;
|
||||
laborCost += lineCost;
|
||||
laborLines.Add(new {
|
||||
worker = entry.Worker?.Name ?? "Unknown",
|
||||
role = entry.Worker != null ? System.Text.RegularExpressions.Regex.Replace(entry.Worker.Role.ToString(), "([a-z])([A-Z])", "$1 $2") : "",
|
||||
worker = entry.UserDisplayName ?? "Unknown",
|
||||
hours = entry.HoursWorked,
|
||||
rate = Math.Round(rate, 2),
|
||||
total = Math.Round(lineCost, 2),
|
||||
usingFallback = entry.Worker == null || !roleCostMap.ContainsKey(entry.Worker.Role),
|
||||
usingFallback = !usingPerUser,
|
||||
stage = entry.Stage,
|
||||
workDate = entry.WorkDate.ToString("MM/dd/yyyy")
|
||||
});
|
||||
@@ -3949,7 +3991,7 @@ public class JobsController : Controller
|
||||
grossMargin,
|
||||
quotedMargin,
|
||||
quotedPrice = Math.Round(job.QuotedPrice, 2),
|
||||
fallbackLaborRate,
|
||||
companyLaborCostRate,
|
||||
powderLines,
|
||||
laborLines,
|
||||
hasPowderData = powderLines.Count > 0,
|
||||
@@ -4057,9 +4099,87 @@ public class JobsController : Controller
|
||||
|
||||
_logger.LogInformation("Recorded first job creation for company {CompanyId}", companyId);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Logs manual material usage from the job details page. Mirrors the QR scan LogUsage
|
||||
/// flow in InventoryController but returns JSON so the modal can close and refresh inline.
|
||||
/// Quantity is always the amount USED (caller converts from remaining if needed).
|
||||
/// </summary>
|
||||
[HttpPost]
|
||||
[ValidateAntiForgeryToken]
|
||||
public async Task<IActionResult> LogMaterial([FromBody] LogMaterialRequest req)
|
||||
{
|
||||
try
|
||||
{
|
||||
if (req.QuantityUsed <= 0)
|
||||
return Json(new { success = false, message = "Quantity used must be greater than zero." });
|
||||
|
||||
var item = await _unitOfWork.InventoryItems.GetByIdAsync(req.InventoryItemId);
|
||||
if (item == null) return Json(new { success = false, message = "Inventory item not found." });
|
||||
|
||||
var job = await _unitOfWork.Jobs.GetByIdAsync(req.JobId);
|
||||
if (job == null) return Json(new { success = false, message = "Job not found." });
|
||||
|
||||
var txnType = req.TransactionType == "Waste"
|
||||
? InventoryTransactionType.Waste
|
||||
: InventoryTransactionType.JobUsage;
|
||||
|
||||
item.QuantityOnHand -= req.QuantityUsed;
|
||||
item.UpdatedAt = DateTime.UtcNow;
|
||||
await _unitOfWork.InventoryItems.UpdateAsync(item);
|
||||
|
||||
var txn = new PowderCoating.Core.Entities.InventoryTransaction
|
||||
{
|
||||
InventoryItemId = item.Id,
|
||||
TransactionType = txnType,
|
||||
Quantity = -req.QuantityUsed,
|
||||
UnitCost = item.UnitCost,
|
||||
TotalCost = req.QuantityUsed * item.UnitCost,
|
||||
TransactionDate = DateTime.UtcNow,
|
||||
BalanceAfter = item.QuantityOnHand,
|
||||
JobId = req.JobId,
|
||||
Reference = $"Job {job.JobNumber}",
|
||||
Notes = req.Notes?.Trim(),
|
||||
CompanyId = item.CompanyId,
|
||||
CreatedAt = DateTime.UtcNow
|
||||
};
|
||||
await _unitOfWork.InventoryTransactions.AddAsync(txn);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
|
||||
// GL: DR COGS, CR Inventory Asset
|
||||
if (item.CogsAccountId.HasValue && item.InventoryAccountId.HasValue)
|
||||
{
|
||||
var cost = req.QuantityUsed * (item.AverageCost > 0 ? item.AverageCost : item.UnitCost);
|
||||
await _accountBalanceService.DebitAsync(item.CogsAccountId, cost);
|
||||
await _accountBalanceService.CreditAsync(item.InventoryAccountId, cost);
|
||||
}
|
||||
|
||||
return Json(new
|
||||
{
|
||||
success = true,
|
||||
message = $"Logged {req.QuantityUsed:N2} {item.UnitOfMeasure} of {item.Name}.",
|
||||
newBalance = item.QuantityOnHand,
|
||||
unitOfMeasure = item.UnitOfMeasure,
|
||||
itemName = item.Name
|
||||
});
|
||||
}
|
||||
catch (Exception ex)
|
||||
{
|
||||
_logger.LogError(ex, "Error logging material for job {JobId}", req.JobId);
|
||||
return Json(new { success = false, message = "An error occurred. Please try again." });
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
public class DeleteTimeEntryRequest { public int Id { get; set; } }
|
||||
public class LogMaterialRequest
|
||||
{
|
||||
public int JobId { get; set; }
|
||||
public int InventoryItemId { get; set; }
|
||||
public decimal QuantityUsed { get; set; }
|
||||
public string TransactionType { get; set; } = "JobUsage";
|
||||
public string? Notes { get; set; }
|
||||
}
|
||||
public class CreateReworkJobRequest { public int ReworkRecordId { get; set; } public string? Notes { get; set; } }
|
||||
|
||||
public class UpdateWorkerAssignmentRequest
|
||||
|
||||
@@ -911,7 +911,7 @@ public class ToolsController : Controller
|
||||
/// <c>CompanyId</c> provides the multi-tenant isolation that global query filters would
|
||||
/// normally enforce for other entity types.
|
||||
/// </summary>
|
||||
// GET: Tools/GetShopWorkers - For randomizer wheel
|
||||
// GET: Tools/GetShopWorkers - Returns active company users for randomizer wheel
|
||||
[HttpGet]
|
||||
public async Task<IActionResult> GetShopWorkers()
|
||||
{
|
||||
|
||||
@@ -302,7 +302,7 @@ public static class HelpKnowledgeBase
|
||||
|
||||
**Changing the customer on a job:** On the Job Details page, the Customer field is an always-visible dropdown. Select a different customer — a confirmation banner appears. Click **Save** to apply or **Cancel** to revert. Use this to correct a misassigned job or to move a walk-in job to a customer's proper record after they've been added to the system.
|
||||
|
||||
**Creating an invoice from a job:** On the Job Details page, look for the Invoice section and click "Create Invoice."
|
||||
**Creating an invoice from a job:** On the Job Details page, look for the Invoice section and click "Create Invoice." The system pre-fills all line items, pricing, discount, tax rate, payment terms, and due date from the job and customer automatically. Review the Totals panel on the right — if a discount was applied to the job it will show as a red "Discount Applied" line. Adjust anything you need, then save.
|
||||
|
||||
**Work Order QR Codes:** Every printed job work order includes two tiers of QR codes — one for viewing the job, and a separate set for taking action on it. All QR codes require the worker to be logged in.
|
||||
|
||||
@@ -314,6 +314,8 @@ public static class HelpKnowledgeBase
|
||||
|
||||
All QR codes require login — workers must have an active account. Logging in once on their phone is sufficient for the session.
|
||||
|
||||
**Logging material usage from a PC (without QR scan):** On the Job Details page, expand the Materials Used section and click **Log Material**. A modal opens where you can: select any inventory item from a dropdown (current stock level shown), choose whether to enter the amount used or the amount remaining (the system calculates usage automatically), pick a reason (Job Usage or Waste/Spillage), and add optional notes. Saves immediately and updates inventory on hand.
|
||||
|
||||
**Blank Work Order:** Print a pre-formatted paper work order to hand to a walk-in customer before creating a digital job record.
|
||||
- Access: Jobs list page → printer icon button "Blank Work Order" in the top-right toolbar. Or navigate directly to /WorkOrder/Blank.
|
||||
- The PDF opens in a new tab ready to print. It includes: company logo and address, Drop Off Date field, Client Name / Client Phone / Due Date fields, 12-row parts table (Part Description / Color / Quote), Notes box, customizable Terms & Conditions text, and a Customer Signature line.
|
||||
@@ -1219,7 +1221,6 @@ public static class HelpKnowledgeBase
|
||||
- [Accounts Payable](/Help/AccountsPayable)
|
||||
- [Equipment & Maintenance](/Help/Equipment)
|
||||
- [Vendors](/Help/Vendors)
|
||||
- [Shop Workers](/Help/ShopWorkers)
|
||||
- [Reports](/Help/Reports)
|
||||
- [Settings](/Help/Settings)
|
||||
- [User Profile](/Help/UserProfile)
|
||||
|
||||
@@ -270,8 +270,7 @@ builder.Services.AddSingleton<IMapper>(sp =>
|
||||
cfg.AddProfile(new InventoryProfile());
|
||||
cfg.AddProfile(new EquipmentProfile());
|
||||
cfg.AddProfile(new MaintenanceProfile());
|
||||
cfg.AddProfile(new ShopWorkerProfile());
|
||||
cfg.AddProfile(new CatalogProfile());
|
||||
cfg.AddProfile(new CatalogProfile());
|
||||
cfg.AddProfile(new VendorProfile());
|
||||
cfg.AddProfile(new LookupProfile());
|
||||
cfg.AddProfile(new AppointmentProfile());
|
||||
|
||||
@@ -1,4 +1,4 @@
|
||||
@model PowderCoating.Application.DTOs.Company.CompanySettingsDto
|
||||
@model PowderCoating.Application.DTOs.Company.CompanySettingsDto
|
||||
@{
|
||||
ViewData["Title"] = "Company Settings";
|
||||
ViewData["PageIcon"] = "bi-building";
|
||||
@@ -344,28 +344,35 @@
|
||||
|
||||
<!-- Operating Costs Tab -->
|
||||
<div class="tab-pane fade" id="operating-costs" role="tabpanel">
|
||||
<div class="card mt-3">
|
||||
<div class="card-body">
|
||||
<h5 class="card-title">Operating Costs Configuration
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Operating Costs"
|
||||
data-bs-content="These are the rates the quoting engine uses to price every job automatically. Set them to your real shop costs and the system will produce accurate quotes without manual calculation. <strong>New quotes use the current rates</strong> — changing a rate here does not retroactively reprice existing quotes.<br><br><a href='/Help/Settings#pricing-configuration' target='_blank'>Learn more →</a>">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</h5>
|
||||
<p class="text-muted">Configure your operating costs for accurate job quoting calculations.</p>
|
||||
<form id="operatingCostsForm">
|
||||
|
||||
<form id="operatingCostsForm">
|
||||
<!-- Rates & Costs -->
|
||||
<h6 class="border-bottom pb-2 mb-3">Rates & Costs
|
||||
<!-- Header -->
|
||||
<div class="card mt-3">
|
||||
<div class="card-body">
|
||||
<h5 class="card-title mb-1">Operating Costs Configuration
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Rates & Costs"
|
||||
data-bs-content="<strong>Standard Labor Rate</strong> is the baseline $/hr for all coating work — sandblasting and masking are multiplied from this. <strong>Powder Coating Cost/sq ft</strong> is the fallback material rate used when you don't select a specific powder inventory item on a quote item. <strong>Additional Coat Labor</strong> is the percentage of the base labor cost charged for each coat after the first (e.g. 30% means a 2nd coat adds 30% more labor).">
|
||||
data-bs-title="Operating Costs"
|
||||
data-bs-content="These are the rates the quoting engine uses to price every job automatically. Set them to your real shop costs and the system will produce accurate quotes without manual calculation. <strong>New quotes use the current rates</strong> — changing a rate here does not retroactively reprice existing quotes.<br><br><a href='/Help/Settings#pricing-configuration' target='_blank'>Learn more →</a>">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</h6>
|
||||
</h5>
|
||||
<p class="text-muted mb-0">Configure your operating costs for accurate job quoting calculations.</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Rates & Costs -->
|
||||
<div class="card mt-3 border-0 shadow-sm">
|
||||
<div class="card-header bg-transparent fw-semibold">
|
||||
<i class="bi bi-currency-dollar text-primary me-1"></i> Rates & Costs
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Rates & Costs"
|
||||
data-bs-content="<strong>Standard Labor Rate</strong> is the baseline $/hr for all coating work — sandblasting and masking are multiplied from this. <strong>Powder Coating Cost/sq ft</strong> is the fallback material rate used when you don't select a specific powder inventory item on a quote item. <strong>Additional Coat Labor</strong> is the percentage of the base labor cost charged for each coat after the first (e.g. 30% means a 2nd coat adds 30% more labor).">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="row">
|
||||
<div class="col-md-3">
|
||||
<div class="mb-3">
|
||||
@@ -375,6 +382,18 @@
|
||||
<input type="number" step="0.01" class="form-control" id="standardLaborRate" name="StandardLaborRate" value="@(Model.OperatingCosts?.StandardLaborRate ?? 0)" min="0" max="10000" required>
|
||||
<span class="input-group-text">/hr</span>
|
||||
</div>
|
||||
<small class="text-muted">Billing rate used in quotes and pricing</small>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-3">
|
||||
<div class="mb-3">
|
||||
<label for="laborCostPerHour" class="form-label">Shop Labor Cost Rate</label>
|
||||
<div class="input-group">
|
||||
<span class="input-group-text">$</span>
|
||||
<input type="number" step="0.01" class="form-control" id="laborCostPerHour" name="LaborCostPerHour" value="@(Model.OperatingCosts?.LaborCostPerHour?.ToString() ?? "")" min="0" max="10000" placeholder="@(((Model.OperatingCosts?.StandardLaborRate ?? 0) * 0.20m).ToString("0.00"))">
|
||||
<span class="input-group-text">/hr</span>
|
||||
</div>
|
||||
<small class="text-muted">Actual wage cost for job costing & profit display only — never shown to customers. Leave blank to default to 20% of billing rate.</small>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-3">
|
||||
@@ -418,16 +437,21 @@
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Facility Overhead -->
|
||||
<h6 class="border-bottom pb-2 mb-3 mt-3">Facility Overhead
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Facility Overhead"
|
||||
data-bs-content="Enter your monthly shop rent and combined utility costs. The system divides these by your estimated billable hours to derive a per-hour overhead rate, which is then added to every quote proportionally to the estimated job time. This ensures fixed facility costs are recovered across all jobs rather than absorbed into your markup.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</h6>
|
||||
<!-- Facility Overhead -->
|
||||
<div class="card mt-3 border-0 shadow-sm">
|
||||
<div class="card-header bg-transparent fw-semibold">
|
||||
<i class="bi bi-building text-primary me-1"></i> Facility Overhead
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Facility Overhead"
|
||||
data-bs-content="Enter your monthly shop rent and combined utility costs. The system divides these by your estimated billable hours to derive a per-hour overhead rate, which is then added to every quote proportionally to the estimated job time. This ensures fixed facility costs are recovered across all jobs rather than absorbed into your markup.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="row align-items-start">
|
||||
<div class="col-md-3">
|
||||
<div class="mb-3">
|
||||
@@ -457,7 +481,7 @@
|
||||
<input type="number" step="1" class="form-control facility-overhead-input" id="monthlyBillableHours" name="MonthlyBillableHours" value="@(Model.OperatingCosts?.MonthlyBillableHours ?? 160)" min="1" max="10000">
|
||||
<span class="input-group-text">hrs</span>
|
||||
</div>
|
||||
<small class="text-muted">Typical: 160 hrs (4 wks × 40 hrs)</small>
|
||||
<small class="text-muted">Typical: 160 hrs (4 wks × 40 hrs)</small>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-3">
|
||||
@@ -472,16 +496,21 @@
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Equipment Operating Costs -->
|
||||
<h6 class="border-bottom pb-2 mb-3 mt-3">Equipment Operating Costs
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Equipment Operating Costs"
|
||||
data-bs-content="The hourly cost of running each piece of equipment, including energy and depreciation. These are added to quote items based on the prep services selected. The <strong>Default Oven Rate</strong> is used on quotes where no named oven is chosen — add individual shop ovens below if you have multiple ovens with different capacities and costs.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</h6>
|
||||
<!-- Equipment Operating Costs -->
|
||||
<div class="card mt-3 border-0 shadow-sm">
|
||||
<div class="card-header bg-transparent fw-semibold">
|
||||
<i class="bi bi-tools text-primary me-1"></i> Equipment Operating Costs
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Equipment Operating Costs"
|
||||
data-bs-content="The hourly cost of running each piece of equipment, including energy and depreciation. These are added to quote items based on the prep services selected. The <strong>Default Oven Rate</strong> is used on quotes where no named oven is chosen — add individual shop ovens below if you have multiple ovens with different capacities and costs.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="row">
|
||||
<div class="col-md-4">
|
||||
<div class="mb-3">
|
||||
@@ -515,45 +544,21 @@
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Role-Based Labor Rates -->
|
||||
<h6 class="border-bottom pb-2 mb-3 mt-4">Role-Based Labor Cost Rates
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Role-Based Labor Cost Rates"
|
||||
data-bs-content="Set an optional cost rate per worker role for job profitability calculations. These are your <strong>internal cost rates</strong> (what you pay), not what you bill customers. If a rate is left blank, the <strong>Standard Labor Rate</strong> above is used as the fallback.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</h6>
|
||||
<p class="text-muted small">Used for job costing only — not shown to customers. Leave blank to use the Standard Labor Rate.</p>
|
||||
<div class="table-responsive mb-3">
|
||||
<table class="table table-sm align-middle" id="roleCostTable">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>Role</th>
|
||||
<th style="width:180px;">Cost Rate / hr</th>
|
||||
<th style="width:140px;" class="text-muted small">Fallback if blank</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody id="roleCostBody">
|
||||
<tr><td colspan="3" class="text-center text-muted py-2"><div class="spinner-border spinner-border-sm me-2"></div>Loading...</td></tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<button type="button" class="btn btn-sm btn-primary" onclick="saveRoleCosts()">
|
||||
<i class="bi bi-floppy me-1"></i>Save Labor Rates
|
||||
</button>
|
||||
<span id="roleCostSaveStatus" class="ms-2 small"></span>
|
||||
|
||||
<!-- Pricing & Overhead -->
|
||||
<h6 class="border-bottom pb-2 mb-3 mt-4">Pricing & Profit
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Pricing & Profit"
|
||||
data-bs-content="<strong>Markup mode</strong> adds a % on top of material costs only (labor and equipment pass through at cost). <strong>Margin mode</strong> targets a gross margin % of the total selling price — e.g. 30% margin on a $100 cost base gives a $142.86 price. Note: margin % and markup % are not the same number. <strong>Shop Minimum</strong> sets a floor price for any job.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</h6>
|
||||
<!-- Pricing & Profit -->
|
||||
<div class="card mt-3 border-0 shadow-sm">
|
||||
<div class="card-header bg-transparent fw-semibold">
|
||||
<i class="bi bi-graph-up-arrow text-primary me-1"></i> Pricing & Profit
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Pricing & Profit"
|
||||
data-bs-content="<strong>Markup mode</strong> adds a % on top of material costs only (labor and equipment pass through at cost). <strong>Margin mode</strong> targets a gross margin % of the total selling price — e.g. 30% margin on a $100 cost base gives a $142.86 price. Note: margin % and markup % are not the same number. <strong>Shop Minimum</strong> sets a floor price for any job.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
@{
|
||||
var currentPricingMode = (int)(Model.OperatingCosts?.PricingMode ?? PowderCoating.Core.Enums.PricingMode.MarkupOnMaterial);
|
||||
}
|
||||
@@ -564,14 +569,14 @@
|
||||
<input class="form-check-input" type="radio" name="pricingModeRadio" id="pricingModeMarkup" value="0"
|
||||
@(currentPricingMode == 0 ? "checked" : "") onchange="onPricingModeChange()">
|
||||
<label class="form-check-label" for="pricingModeMarkup">
|
||||
<strong>Markup</strong> — add % to material costs
|
||||
<strong>Markup</strong> — add % to material costs
|
||||
</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="pricingModeRadio" id="pricingModeMargin" value="1"
|
||||
@(currentPricingMode == 1 ? "checked" : "") onchange="onPricingModeChange()">
|
||||
<label class="form-check-label" for="pricingModeMargin">
|
||||
<strong>Margin</strong> — target gross margin % of selling price
|
||||
<strong>Margin</strong> — target gross margin % of selling price
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
@@ -609,16 +614,21 @@
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Rush Charges -->
|
||||
<h6 class="border-bottom pb-2 mb-3 mt-3">Rush Charges
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Rush Charges"
|
||||
data-bs-content="When a quote is marked as a <strong>Rush Job</strong>, this charge is automatically added to the total. Choose <strong>Percentage</strong> to add a % of the subtotal (e.g. 25% rush surcharge) or <strong>Fixed Amount</strong> to add a flat fee (e.g. $75 rush fee). The rush charge appears as its own line on the quote.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</h6>
|
||||
<!-- Rush Charges -->
|
||||
<div class="card mt-3 border-0 shadow-sm">
|
||||
<div class="card-header bg-transparent fw-semibold">
|
||||
<i class="bi bi-lightning-charge text-primary me-1"></i> Rush Charges
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Rush Charges"
|
||||
data-bs-content="When a quote is marked as a <strong>Rush Job</strong>, this charge is automatically added to the total. Choose <strong>Percentage</strong> to add a % of the subtotal (e.g. 25% rush surcharge) or <strong>Fixed Amount</strong> to add a flat fee (e.g. $75 rush fee). The rush charge appears as its own line on the quote.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="row">
|
||||
<div class="col-md-6">
|
||||
<div class="mb-3">
|
||||
@@ -628,7 +638,6 @@
|
||||
<label class="btn btn-outline-primary" for="rushChargeTypePercentage">
|
||||
<i class="bi bi-percent"></i> Percentage
|
||||
</label>
|
||||
|
||||
<input type="radio" class="btn-check" name="rushChargeTypeRadio" id="rushChargeTypeFixed" value="FixedAmount" checked="@((Model.OperatingCosts?.RushChargeType) == "FixedAmount")">
|
||||
<label class="btn btn-outline-primary" for="rushChargeTypeFixed">
|
||||
<i class="bi bi-currency-dollar"></i> Fixed Amount
|
||||
@@ -647,7 +656,6 @@
|
||||
<small class="text-muted">Percentage of subtotal added for rush jobs</small>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div id="rushChargeFixedInput" style="display: @((Model.OperatingCosts?.RushChargeType) == "FixedAmount" ? "block" : "none")">
|
||||
<div class="mb-3">
|
||||
<label for="rushChargeFixedAmount" class="form-label">Rush Charge Amount</label>
|
||||
@@ -660,65 +668,66 @@
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Part Complexity Multipliers -->
|
||||
<div class="card mb-4 border-0 shadow-sm">
|
||||
<div class="card-header bg-transparent fw-semibold">
|
||||
<i class="bi bi-layers text-primary me-1"></i> Part Complexity Multipliers
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Part Complexity Multipliers"
|
||||
data-bs-content="A percentage added to the price of <strong>calculated items</strong> based on how intricate the part is. When adding an item in a quote, staff select a complexity level — the system then applies this multiplier to account for the extra time and care needed. <em>Simple</em> = 0% (flat panels, basic shapes). <em>Extreme</em> = highly detailed, tight recesses, masking-intensive parts.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<p class="text-muted small mb-3">Percentage added to the calculated item price based on part intricacy. Applied to calculated items only (not catalog, generic, or labor items).</p>
|
||||
<div class="row g-3">
|
||||
<div class="col-sm-6 col-md-3">
|
||||
<label for="complexitySimplePercent" class="form-label">Simple (%)</label>
|
||||
<div class="input-group">
|
||||
<input type="number" step="0.1" class="form-control" id="complexitySimplePercent" name="ComplexitySimplePercent" value="@(Model.OperatingCosts?.ComplexitySimplePercent ?? 0)" min="0" max="500">
|
||||
<span class="input-group-text">%</span>
|
||||
</div>
|
||||
<small class="text-muted">No added complexity</small>
|
||||
</div>
|
||||
<div class="col-sm-6 col-md-3">
|
||||
<label for="complexityModeratePercent" class="form-label">Moderate (%)</label>
|
||||
<div class="input-group">
|
||||
<input type="number" step="0.1" class="form-control" id="complexityModeratePercent" name="ComplexityModeratePercent" value="@(Model.OperatingCosts?.ComplexityModeratePercent ?? 5)" min="0" max="500">
|
||||
<span class="input-group-text">%</span>
|
||||
</div>
|
||||
<small class="text-muted">Some detail work</small>
|
||||
</div>
|
||||
<div class="col-sm-6 col-md-3">
|
||||
<label for="complexityComplexPercent" class="form-label">Complex (%)</label>
|
||||
<div class="input-group">
|
||||
<input type="number" step="0.1" class="form-control" id="complexityComplexPercent" name="ComplexityComplexPercent" value="@(Model.OperatingCosts?.ComplexityComplexPercent ?? 15)" min="0" max="500">
|
||||
<span class="input-group-text">%</span>
|
||||
</div>
|
||||
<small class="text-muted">Intricate parts</small>
|
||||
</div>
|
||||
<div class="col-sm-6 col-md-3">
|
||||
<label for="complexityExtremePercent" class="form-label">Extreme (%)</label>
|
||||
<div class="input-group">
|
||||
<input type="number" step="0.1" class="form-control" id="complexityExtremePercent" name="ComplexityExtremePercent" value="@(Model.OperatingCosts?.ComplexityExtremePercent ?? 25)" min="0" max="500">
|
||||
<span class="input-group-text">%</span>
|
||||
</div>
|
||||
<small class="text-muted">Highly detailed/difficult</small>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="d-flex justify-content-end mt-4">
|
||||
<button type="submit" class="btn btn-primary" id="btnSaveOperatingCosts">
|
||||
<i class="bi bi-save"></i> Save Operating Costs
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Part Complexity Multipliers -->
|
||||
<div class="card mt-3 border-0 shadow-sm">
|
||||
<div class="card-header bg-transparent fw-semibold">
|
||||
<i class="bi bi-layers text-primary me-1"></i> Part Complexity Multipliers
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Part Complexity Multipliers"
|
||||
data-bs-content="A percentage added to the price of <strong>calculated items</strong> based on how intricate the part is. When adding an item in a quote, staff select a complexity level — the system then applies this multiplier to account for the extra time and care needed. <em>Simple</em> = 0% (flat panels, basic shapes). <em>Extreme</em> = highly detailed, tight recesses, masking-intensive parts.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<p class="text-muted small mb-3">Percentage added to the calculated item price based on part intricacy. Applied to calculated items only (not catalog, generic, or labor items).</p>
|
||||
<div class="row g-3">
|
||||
<div class="col-sm-6 col-md-3">
|
||||
<label for="complexitySimplePercent" class="form-label">Simple (%)</label>
|
||||
<div class="input-group">
|
||||
<input type="number" step="0.1" class="form-control" id="complexitySimplePercent" name="ComplexitySimplePercent" value="@(Model.OperatingCosts?.ComplexitySimplePercent ?? 0)" min="0" max="500">
|
||||
<span class="input-group-text">%</span>
|
||||
</div>
|
||||
<small class="text-muted">No added complexity</small>
|
||||
</div>
|
||||
<div class="col-sm-6 col-md-3">
|
||||
<label for="complexityModeratePercent" class="form-label">Moderate (%)</label>
|
||||
<div class="input-group">
|
||||
<input type="number" step="0.1" class="form-control" id="complexityModeratePercent" name="ComplexityModeratePercent" value="@(Model.OperatingCosts?.ComplexityModeratePercent ?? 5)" min="0" max="500">
|
||||
<span class="input-group-text">%</span>
|
||||
</div>
|
||||
<small class="text-muted">Some detail work</small>
|
||||
</div>
|
||||
<div class="col-sm-6 col-md-3">
|
||||
<label for="complexityComplexPercent" class="form-label">Complex (%)</label>
|
||||
<div class="input-group">
|
||||
<input type="number" step="0.1" class="form-control" id="complexityComplexPercent" name="ComplexityComplexPercent" value="@(Model.OperatingCosts?.ComplexityComplexPercent ?? 15)" min="0" max="500">
|
||||
<span class="input-group-text">%</span>
|
||||
</div>
|
||||
<small class="text-muted">Intricate parts</small>
|
||||
</div>
|
||||
<div class="col-sm-6 col-md-3">
|
||||
<label for="complexityExtremePercent" class="form-label">Extreme (%)</label>
|
||||
<div class="input-group">
|
||||
<input type="number" step="0.1" class="form-control" id="complexityExtremePercent" name="ComplexityExtremePercent" value="@(Model.OperatingCosts?.ComplexityExtremePercent ?? 25)" min="0" max="500">
|
||||
<span class="input-group-text">%</span>
|
||||
</div>
|
||||
<small class="text-muted">Highly detailed/difficult</small>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="d-flex justify-content-end mt-4 mb-2">
|
||||
<button type="submit" class="btn btn-primary" id="btnSaveOperatingCosts">
|
||||
<i class="bi bi-save"></i> Save Operating Costs
|
||||
</button>
|
||||
</div>
|
||||
|
||||
</form>
|
||||
</div>
|
||||
<!-- Oven Cost Add/Edit Modal (outside all forms to avoid form interaction issues) -->
|
||||
<div class="modal fade" id="ovenModal" tabindex="-1" aria-labelledby="ovenModalTitle" aria-hidden="true">
|
||||
@@ -2949,76 +2958,6 @@
|
||||
loadOvenCosts();
|
||||
});
|
||||
|
||||
// Reload role costs whenever the Operating Costs tab is shown
|
||||
document.getElementById('operating-costs-tab')?.addEventListener('shown.bs.tab', () => {
|
||||
loadRoleCosts();
|
||||
});
|
||||
|
||||
// If Equipment Profile tab is already active on page load, load immediately
|
||||
if (document.getElementById('quoting-calibration')?.classList.contains('show')) {
|
||||
loadOvenCosts();
|
||||
}
|
||||
|
||||
// If Operating Costs tab is already active on page load, load role costs immediately
|
||||
if (document.getElementById('operating-costs')?.classList.contains('show')) {
|
||||
loadRoleCosts();
|
||||
}
|
||||
|
||||
// ── Role-Based Labor Cost Rates ────────────────────────────────────────
|
||||
const ROLE_NAMES = ['General Labor','Sandblaster','Coater','Masker','Quality Control','Oven Operator','Supervisor','Maintenance'];
|
||||
|
||||
async function loadRoleCosts() {
|
||||
const resp = await fetch('/CompanySettings/GetRoleCosts');
|
||||
const saved = await resp.json(); // [{role, hourlyRate}]
|
||||
const rateMap = {};
|
||||
saved.forEach(r => rateMap[r.role] = r.hourlyRate);
|
||||
|
||||
const fallbackEl = document.getElementById('standardLaborRate');
|
||||
const fallback = fallbackEl ? `$${parseFloat(fallbackEl.value || 0).toFixed(2)}/hr` : 'Standard Rate';
|
||||
|
||||
const tbody = document.getElementById('roleCostBody');
|
||||
tbody.innerHTML = ROLE_NAMES.map((name, i) => `
|
||||
<tr>
|
||||
<td><span class="badge bg-secondary">${name}</span></td>
|
||||
<td>
|
||||
<div class="input-group input-group-sm">
|
||||
<span class="input-group-text">$</span>
|
||||
<input type="number" step="0.01" min="0" max="999"
|
||||
class="form-control role-cost-input"
|
||||
data-role="${i}"
|
||||
value="${rateMap[i] > 0 ? rateMap[i] : ''}"
|
||||
placeholder="(use default)">
|
||||
</div>
|
||||
</td>
|
||||
<td class="text-muted small">${fallback}</td>
|
||||
</tr>`).join('');
|
||||
}
|
||||
|
||||
async function saveRoleCosts() {
|
||||
const inputs = document.querySelectorAll('.role-cost-input');
|
||||
const rates = Array.from(inputs).map(el => ({
|
||||
role: parseInt(el.dataset.role),
|
||||
hourlyRate: parseFloat(el.value) || 0
|
||||
}));
|
||||
const statusEl = document.getElementById('roleCostSaveStatus');
|
||||
statusEl.textContent = 'Saving...';
|
||||
statusEl.className = 'ms-2 small text-muted';
|
||||
const resp = await fetch('/CompanySettings/SaveRoleCosts', {
|
||||
method: 'POST',
|
||||
headers: { 'Content-Type': 'application/json', 'RequestVerificationToken': document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '' },
|
||||
body: JSON.stringify(rates)
|
||||
});
|
||||
const result = await resp.json();
|
||||
if (result.success) {
|
||||
statusEl.textContent = '✓ Saved';
|
||||
statusEl.className = 'ms-2 small text-success';
|
||||
setTimeout(() => statusEl.textContent = '', 3000);
|
||||
} else {
|
||||
statusEl.textContent = result.message || 'Error saving';
|
||||
statusEl.className = 'ms-2 small text-danger';
|
||||
}
|
||||
}
|
||||
|
||||
// ── Quote PDF Template ──────────────────────────────────────────────
|
||||
function syncColorPicker(hex) {
|
||||
if (/^#[0-9A-Fa-f]{6}$/.test(hex)) {
|
||||
|
||||
@@ -106,6 +106,16 @@
|
||||
<input asp-for="Position" class="form-control" />
|
||||
<span asp-validation-for="Position" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="LaborCostPerHour" class="form-label">Labor Cost Rate</label>
|
||||
<div class="input-group">
|
||||
<span class="input-group-text">$</span>
|
||||
<input asp-for="LaborCostPerHour" type="number" step="0.01" min="0" max="10000" class="form-control" placeholder="Use company default" />
|
||||
<span class="input-group-text">/hr</span>
|
||||
</div>
|
||||
<span asp-validation-for="LaborCostPerHour" class="text-danger"></span>
|
||||
<small class="text-muted">Used for internal job costing only — never shown to customers. Overrides the company default when set. Leave blank to use the shop-wide rate.</small>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="HireDate" class="form-label">Hire Date</label>
|
||||
<input asp-for="HireDate" class="form-control" type="date" />
|
||||
|
||||
@@ -189,22 +189,6 @@
|
||||
<!-- Shop Management -->
|
||||
<h2 class="h6 fw-semibold mb-2 text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">Shop Management</h2>
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-md-6">
|
||||
<div class="card border-0 shadow-sm h-100">
|
||||
<div class="card-body">
|
||||
<div class="d-flex align-items-start gap-3">
|
||||
<div class="rounded-3 bg-info bg-opacity-10 p-2 flex-shrink-0">
|
||||
<i class="bi bi-person-badge text-info fs-4"></i>
|
||||
</div>
|
||||
<div>
|
||||
<h5 class="card-title mb-1">Shop Workers</h5>
|
||||
<p class="card-text text-muted small mb-2">Add floor staff, assign roles like Coater or Sandblaster, and link workers to jobs and maintenance tasks.</p>
|
||||
<a asp-controller="Help" asp-action="ShopWorkers" class="btn btn-sm btn-outline-info">Read more <i class="bi bi-arrow-right ms-1"></i></a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="card border-0 shadow-sm h-100">
|
||||
<div class="card-body">
|
||||
|
||||
@@ -48,8 +48,9 @@
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Open the job from <strong>Operations › Jobs</strong> and go to its Details page.</li>
|
||||
<li class="mb-2">Scroll to the <strong>Invoice</strong> section near the bottom of the page.</li>
|
||||
<li class="mb-2">Click <strong>Create Invoice</strong>. The system generates an invoice pre-filled with all the job's line items and the final pricing.</li>
|
||||
<li class="mb-2">Review the invoice — check line items, totals, and the due date — then click <strong>Save Invoice</strong>.</li>
|
||||
<li class="mb-2">Click <strong>Create Invoice</strong>. The system pre-fills all line items, the discount, tax rate, payment terms, and due date from the job and customer automatically.</li>
|
||||
<li class="mb-2">Review the <strong>Totals</strong> panel on the right — if a discount was applied to the job it shows as a red <em>Discount Applied</em> line below the subtotal. Negative line items are allowed if you need to apply a manual credit or price adjustment.</li>
|
||||
<li class="mb-2">Adjust anything you need, then click <strong>Save Invoice</strong>.</li>
|
||||
</ol>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">From the Invoices list (manual)</h3>
|
||||
@@ -139,7 +140,7 @@
|
||||
<li class="mb-2">Open the invoice from <strong>Operations › Invoices</strong> or from the job's Details page.</li>
|
||||
<li class="mb-2">Click <strong>Send Invoice</strong>. The status changes from Draft to Sent.</li>
|
||||
<li class="mb-2">If email notifications are configured, the customer receives an email with the invoice details and total due.</li>
|
||||
<li class="mb-2">A due date is set automatically based on the customer's payment terms (e.g., Net 30 means the due date is 30 days from today).</li>
|
||||
<li class="mb-2">The due date and payment terms are pre-filled from the source quote (if the job came from a quote) or the customer’s payment terms — you can always override them before saving.</li>
|
||||
</ol>
|
||||
<p>
|
||||
You can also click <strong>Download PDF</strong> on any invoice to generate a print-ready PDF
|
||||
|
||||
@@ -607,13 +607,28 @@
|
||||
no anonymous bumps.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2"><i class="bi bi-box-seam me-1"></i>Bottom QR — Log Powder Usage</h3>
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2"><i class="bi bi-box-seam me-1"></i>Bottom QR — Log Powder Usage</h3>
|
||||
<p>
|
||||
One QR per unique powder on the job. Scanning opens the inventory usage log page pre-filled
|
||||
with that powder and the job number, so you can record actual lbs used in seconds without
|
||||
navigating through the app.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2"><i class="bi bi-droplet-half me-1"></i>Logging Material Usage from a PC</h3>
|
||||
<p>
|
||||
You don’t need a phone or QR code to log material usage. On the Job Details page, expand the
|
||||
<strong>Materials Used</strong> section and click <strong>Log Material</strong>. A modal opens where you can:
|
||||
</p>
|
||||
<ul class="mb-2">
|
||||
<li>Select any inventory item from a searchable dropdown — the item’s current stock level is shown when you pick it.</li>
|
||||
<li>Choose <strong>Amount Used</strong> (enter how much was consumed) or <strong>Amount Remaining</strong> (enter what’s left in the bag — the system calculates the usage automatically).</li>
|
||||
<li>Pick a reason: <em>Job Usage</em> or <em>Waste / Spillage</em>.</li>
|
||||
<li>Add optional notes.</li>
|
||||
</ul>
|
||||
<p>
|
||||
Saving immediately reduces the item’s stock on hand and creates an entry in the Inventory Activity ledger, exactly like a QR scan would. The QR scan icon is still available next to the button for mobile workers.
|
||||
</p>
|
||||
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lock flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
|
||||
@@ -1,226 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Shop Workers";
|
||||
}
|
||||
|
||||
<div class="d-flex align-items-center gap-2 mb-3">
|
||||
<a asp-controller="Help" asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
|
||||
<nav aria-label="breadcrumb">
|
||||
<ol class="breadcrumb mb-0">
|
||||
<li class="breadcrumb-item"><a asp-controller="Help" asp-action="Index">Help</a></li>
|
||||
<li class="breadcrumb-item active">Shop Workers</li>
|
||||
</ol>
|
||||
</nav>
|
||||
</div>
|
||||
|
||||
<div class="row g-4">
|
||||
<div class="col-lg-9">
|
||||
|
||||
<section id="overview" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-info-circle text-primary me-2"></i>Overview
|
||||
</h2>
|
||||
<p>
|
||||
Shop Workers are the people who do the hands-on work in your facility — sandblasters, coaters,
|
||||
maskers, oven operators, and supervisors. Adding your workers to the system lets you assign them
|
||||
to jobs and maintenance tasks, giving you a clear picture of who is working on what at any time.
|
||||
</p>
|
||||
<p>
|
||||
Shop Workers are separate from system user accounts. A worker does not need to log into the
|
||||
system — they are simply a record that can be assigned to work. If a worker also needs to log
|
||||
in and update job statuses themselves, an Administrator can create a linked user account for
|
||||
them with the <em>Shop Floor</em> role.
|
||||
</p>
|
||||
<p>
|
||||
Find Shop Workers under <strong>Operations › Shop Workers</strong> in the sidebar.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="adding-a-worker" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-person-plus text-primary me-2"></i>Adding a Worker
|
||||
</h2>
|
||||
<p>To add a new shop worker:</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Go to <strong>Operations › Shop Workers</strong> and click <strong>New Worker</strong>.</li>
|
||||
<li class="mb-2">
|
||||
Fill in the worker's details:
|
||||
<ul class="mt-1">
|
||||
<li><strong>Name</strong> — the worker's full name as it should appear on job assignments.</li>
|
||||
<li><strong>Role</strong> — select the role that best describes their primary function (see below).</li>
|
||||
<li><strong>Phone</strong> — optional, useful for supervisors to have on file.</li>
|
||||
<li><strong>Email</strong> — optional, used if the worker also has a system login.</li>
|
||||
<li><strong>Notes</strong> — any relevant information, such as certifications, shift preferences, or specialties.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li class="mb-2">Ensure <strong>Active</strong> is checked (it is on by default).</li>
|
||||
<li class="mb-2">Click <strong>Save Worker</strong>.</li>
|
||||
</ol>
|
||||
<p>
|
||||
Once saved, the worker will appear in the assignment dropdowns on the Job Create and Edit forms.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="worker-roles" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-tags text-primary me-2"></i>Worker Roles
|
||||
</h2>
|
||||
<p>
|
||||
Each worker is assigned one of the following roles. The role is a label — it helps you pick the
|
||||
right person for a job but does not restrict what a worker can be assigned to.
|
||||
</p>
|
||||
|
||||
<div class="table-responsive">
|
||||
<table class="table table-bordered align-middle">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th style="width:25%">Role</th>
|
||||
<th>Description</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="badge bg-secondary">General Labor</span></td>
|
||||
<td>
|
||||
Versatile workers who assist across multiple areas of the shop — loading and unloading,
|
||||
racking parts, clean-up, and general support tasks. Not specialized in a single process.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-warning text-dark">Sandblaster</span></td>
|
||||
<td>
|
||||
Operates the sandblasting or media-blasting equipment to prepare metal surfaces for
|
||||
coating. Responsible for achieving the correct surface profile and ensuring all rust,
|
||||
paint, and contamination is removed.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-primary">Coater</span></td>
|
||||
<td>
|
||||
Applies powder coating using an electrostatic spray gun. Responsible for even coverage,
|
||||
correct mil thickness, and minimizing overspray and waste. Often the most skilled
|
||||
technical role on the floor.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-info text-dark">Masker</span></td>
|
||||
<td>
|
||||
Applies masking tape, plugs, and caps to protect threads, bearing surfaces, and areas
|
||||
that must not be coated. Attention to detail is critical — missed masking means rework.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-success">Quality Control</span></td>
|
||||
<td>
|
||||
Inspects finished parts for adhesion, color consistency, coverage, and surface defects
|
||||
before the job is marked as complete. May also handle pre-coat inspection after
|
||||
sandblasting.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-danger">Oven Operator</span></td>
|
||||
<td>
|
||||
Loads parts into the curing oven, sets correct temperatures and cure times for the
|
||||
powder being used, monitors the cure cycle, and unloads parts safely after cooling.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-dark">Supervisor</span></td>
|
||||
<td>
|
||||
Oversees day-to-day shop floor operations, assigns tasks to other workers, ensures
|
||||
jobs are progressing on schedule, and handles escalations. May also handle customer
|
||||
communication for production updates.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-secondary">Maintenance</span></td>
|
||||
<td>
|
||||
Responsible for keeping equipment running — performing scheduled preventive maintenance,
|
||||
troubleshooting breakdowns, and coordinating with external service technicians when
|
||||
needed.
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="assigning-to-jobs" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-briefcase text-primary me-2"></i>Assigning Workers to Jobs
|
||||
</h2>
|
||||
<p>
|
||||
Each job can have one worker assigned to it as the primary responsible person. This is the
|
||||
worker who owns the job from start to finish — typically a coater or supervisor.
|
||||
</p>
|
||||
<p>To assign a worker when creating or editing a job:</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-1">Open the job's Create or Edit form.</li>
|
||||
<li class="mb-1">Scroll down to the <strong>Assignment</strong> section.</li>
|
||||
<li class="mb-1">Select a worker from the <strong>Assigned Worker</strong> dropdown. Only active workers are listed.</li>
|
||||
<li class="mb-1">Save the job.</li>
|
||||
</ol>
|
||||
<p>
|
||||
The assigned worker's name appears on the job list view, on the job detail page, and in any
|
||||
reports filtered by worker.
|
||||
</p>
|
||||
<p>
|
||||
Workers can also be assigned to <strong>maintenance tasks</strong> on equipment. See the
|
||||
<a asp-controller="Help" asp-action="Equipment" class="text-decoration-none">Equipment & Maintenance</a>
|
||||
help page for details.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
If a worker you want to assign does not appear in the dropdown, check that their record is
|
||||
marked as <strong>Active</strong>. Inactive workers are hidden from assignment lists.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="deactivating-a-worker" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-person-dash text-primary me-2"></i>Deactivating a Worker
|
||||
</h2>
|
||||
<p>
|
||||
When a worker leaves the shop or is no longer available for assignment, deactivate their record
|
||||
rather than deleting it. Deactivating preserves the history of all jobs they were assigned to,
|
||||
while removing them from the active assignment dropdowns so they cannot be accidentally selected
|
||||
for new work.
|
||||
</p>
|
||||
<p>To deactivate a worker:</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-1">Open the worker's Details or Edit page.</li>
|
||||
<li class="mb-1">Uncheck the <strong>Active</strong> checkbox.</li>
|
||||
<li class="mb-1">Click <strong>Save</strong>.</li>
|
||||
</ol>
|
||||
<p>
|
||||
Alternatively, use the <strong>Delete</strong> button on the Details page to perform a soft
|
||||
delete, which has the same effect.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-secondary d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-info-circle flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
If a worker currently has open jobs assigned to them, reassign those jobs first before
|
||||
deactivating the worker — so the jobs remain clearly owned and nothing falls through the cracks.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="col-lg-3 d-none d-lg-block">
|
||||
@{ await Html.RenderPartialAsync("_HelpNav"); }
|
||||
<div class="card border-0 shadow-sm sticky-top" style="top:80px">
|
||||
<div class="card-header bg-transparent fw-semibold small text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">On this page</div>
|
||||
<div class="card-body p-0">
|
||||
<nav class="nav flex-column">
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#overview">Overview</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#adding-a-worker">Adding a Worker</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#worker-roles">Worker Roles</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#assigning-to-jobs">Assigning to Jobs</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#deactivating-a-worker">Deactivating a Worker</a>
|
||||
</nav>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
@@ -65,11 +65,7 @@
|
||||
<div class="px-3 pt-2 pb-1">
|
||||
<span class="text-muted text-uppercase" style="font-size:.65rem; letter-spacing:.07em; font-weight:600;">Shop Management</span>
|
||||
</div>
|
||||
<a class="nav-link py-2 px-3 d-flex align-items-center gap-2 @(currentAction == "ShopWorkers" ? "active fw-semibold text-primary" : "text-body")"
|
||||
asp-controller="Help" asp-action="ShopWorkers">
|
||||
<i class="bi bi-person-badge"></i> Shop Workers
|
||||
</a>
|
||||
<a class="nav-link py-2 px-3 d-flex align-items-center gap-2 @(currentAction == "Equipment" ? "active fw-semibold text-primary" : "text-body")"
|
||||
<a class="nav-link py-2 px-3 d-flex align-items-center gap-2 @(currentAction == "Equipment" ? "active fw-semibold text-primary" : "text-body")"
|
||||
asp-controller="Help" asp-action="Equipment">
|
||||
<i class="bi bi-tools"></i> Equipment & Maintenance
|
||||
</a>
|
||||
|
||||
@@ -283,13 +283,13 @@
|
||||
<td class="text-end">
|
||||
<input type="number" name="InvoiceItems[@i].UnitPrice"
|
||||
class="form-control form-control-sm text-end unit-price-input"
|
||||
value="@item.UnitPrice.ToString("F2")" min="0" step="0.01"
|
||||
value="@item.UnitPrice.ToString("F2")" step="0.01"
|
||||
onchange="recalcRow(this)" oninput="recalcRow(this)" />
|
||||
</td>
|
||||
<td class="text-end">
|
||||
<input type="number" name="InvoiceItems[@i].TotalPrice"
|
||||
class="form-control form-control-sm text-end total-price-input"
|
||||
value="@item.TotalPrice.ToString("F2")" min="0" step="0.01"
|
||||
value="@item.TotalPrice.ToString("F2")" step="0.01"
|
||||
oninput="recalcTotals()" />
|
||||
</td>
|
||||
<td class="text-center">
|
||||
@@ -371,6 +371,10 @@
|
||||
<input asp-for="DiscountAmount" type="number" class="form-control form-control-sm text-end"
|
||||
min="0" step="0.01" oninput="recalcTotals()" />
|
||||
</div>
|
||||
<div id="discountRow" class="d-flex justify-content-between mb-1 d-none">
|
||||
<span class="text-muted small">Discount Applied</span>
|
||||
<span id="displayDiscount" class="small text-danger">−$0.00</span>
|
||||
</div>
|
||||
<div class="mb-2">
|
||||
<div class="d-flex justify-content-between align-items-center mb-1">
|
||||
<label class="form-label mb-0 text-muted">Tax (%)</label>
|
||||
@@ -725,13 +729,13 @@
|
||||
<td class="text-end">
|
||||
<input type="number" name="InvoiceItems[${idx}].UnitPrice"
|
||||
class="form-control form-control-sm text-end unit-price-input"
|
||||
value="${unitPrice.toFixed(2)}" min="0" step="0.01"
|
||||
value="${unitPrice.toFixed(2)}" step="0.01"
|
||||
onchange="recalcRow(this)" oninput="recalcRow(this)" />
|
||||
</td>
|
||||
<td class="text-end">
|
||||
<input type="number" name="InvoiceItems[${idx}].TotalPrice"
|
||||
class="form-control form-control-sm text-end total-price-input"
|
||||
value="${total}" min="0" step="0.01"
|
||||
value="${total}" step="0.01"
|
||||
oninput="recalcTotals()" />
|
||||
</td>
|
||||
<td class="text-center">
|
||||
@@ -797,6 +801,15 @@
|
||||
const total = taxableAmount + tax;
|
||||
|
||||
document.getElementById('displaySubtotal').textContent = formatCurrency(subtotal);
|
||||
const discountRow = document.getElementById('discountRow');
|
||||
if (discountRow) {
|
||||
if (discount > 0) {
|
||||
document.getElementById('displayDiscount').textContent = '−' + formatCurrency(discount);
|
||||
discountRow.classList.remove('d-none');
|
||||
} else {
|
||||
discountRow.classList.add('d-none');
|
||||
}
|
||||
}
|
||||
document.getElementById('displayTax').textContent = formatCurrency(tax);
|
||||
document.getElementById('displayTotal').textContent = formatCurrency(total);
|
||||
}
|
||||
|
||||
@@ -1016,9 +1016,12 @@
|
||||
<span class="badge bg-primary rounded-pill ms-1">@materialsUsed.Count</span>
|
||||
}
|
||||
<i class="bi bi-chevron-down collapse-chevron ms-1" style="transition:transform .2s;"></i>
|
||||
<span class="ms-auto">
|
||||
<a asp-controller="Inventory" asp-action="Scan" class="btn btn-sm btn-outline-primary" onclick="event.stopPropagation();">
|
||||
<i class="bi bi-qr-code-scan me-1"></i>Log Material
|
||||
<span class="ms-auto d-flex gap-2">
|
||||
<button type="button" class="btn btn-sm btn-outline-primary" onclick="event.stopPropagation(); openLogMaterialModal();">
|
||||
<i class="bi bi-plus-circle me-1"></i>Log Material
|
||||
</button>
|
||||
<a asp-controller="Inventory" asp-action="Scan" class="btn btn-sm btn-outline-secondary" onclick="event.stopPropagation();" title="Scan QR code">
|
||||
<i class="bi bi-qr-code-scan"></i>
|
||||
</a>
|
||||
</span>
|
||||
</div>
|
||||
@@ -1028,7 +1031,7 @@
|
||||
{
|
||||
<div class="card-body text-muted text-center py-3 small">
|
||||
<i class="bi bi-droplet me-1"></i>No materials have been logged for this job yet.
|
||||
Use the QR label on an inventory item to log usage.
|
||||
Click <strong>Log Material</strong> above or scan the QR label on an inventory item.
|
||||
</div>
|
||||
}
|
||||
else
|
||||
@@ -1089,6 +1092,78 @@
|
||||
</div><!-- /collapseMaterials -->
|
||||
</div>
|
||||
|
||||
<!-- Log Material Modal -->
|
||||
<div class="modal fade" id="logMaterialModal" tabindex="-1" aria-labelledby="logMaterialModalLabel" aria-hidden="true">
|
||||
<div class="modal-dialog">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header">
|
||||
<h5 class="modal-title" id="logMaterialModalLabel">
|
||||
<i class="bi bi-droplet-half me-2 text-primary"></i>Log Material Usage
|
||||
</h5>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
|
||||
</div>
|
||||
<div class="modal-body">
|
||||
<div class="mb-3">
|
||||
<label class="form-label fw-semibold">Inventory Item <span class="text-danger">*</span></label>
|
||||
<div class="position-relative">
|
||||
<div class="input-group">
|
||||
<input type="text" class="form-control" id="lmItemSearch"
|
||||
placeholder="Search by name or manufacturer…" autocomplete="off"
|
||||
oninput="lmComboInput()"
|
||||
onfocus="lmComboOpen()"
|
||||
onkeydown="lmComboKey(event)">
|
||||
<button class="btn btn-outline-secondary" type="button" tabindex="-1"
|
||||
id="lmItemDropdownToggle" onclick="lmComboToggle()">
|
||||
<i class="bi bi-chevron-down" style="font-size:.75rem;"></i>
|
||||
</button>
|
||||
</div>
|
||||
<div id="lmItemDropdown"
|
||||
style="display:none;max-height:220px;overflow-y:auto;z-index:1070;background:#fff;border:1px solid rgba(0,0,0,.15);border-radius:.375rem;box-shadow:0 4px 12px rgba(0,0,0,.12);">
|
||||
</div>
|
||||
</div>
|
||||
<div id="lmItemBalance" class="form-text text-muted d-none"></div>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label class="form-label fw-semibold">Entry Method</label>
|
||||
<div class="d-flex gap-3">
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="lmEntryMethod" id="lmMethodUsed" value="used" checked onchange="lmUpdateQuantityLabel()">
|
||||
<label class="form-check-label" for="lmMethodUsed">Amount Used</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="lmEntryMethod" id="lmMethodRemaining" value="remaining" onchange="lmUpdateQuantityLabel()">
|
||||
<label class="form-check-label" for="lmMethodRemaining">Amount Remaining</label>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label id="lmQtyLabel" class="form-label fw-semibold">Quantity Used <span class="text-danger">*</span></label>
|
||||
<input type="number" id="lmQuantity" class="form-control" min="0" step="0.01" placeholder="0.00">
|
||||
<div id="lmComputedUsed" class="form-text text-muted d-none"></div>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label class="form-label fw-semibold">Reason</label>
|
||||
<select id="lmTransactionType" class="form-select">
|
||||
<option value="JobUsage">Job Usage</option>
|
||||
<option value="Waste">Waste / Spillage</option>
|
||||
</select>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label class="form-label fw-semibold">Notes</label>
|
||||
<textarea id="lmNotes" class="form-control" rows="2" placeholder="Optional"></textarea>
|
||||
</div>
|
||||
<div id="lmAlert" class="alert alert-permanent d-none"></div>
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Cancel</button>
|
||||
<button type="button" class="btn btn-primary" id="lmSaveBtn" onclick="lmSave()">
|
||||
<i class="bi bi-check-circle me-1"></i>Log Usage
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Part Intake Modal -->
|
||||
@{
|
||||
var intakeExpectedCount = Model.Items?.Sum(i => (int)i.Quantity) ?? 0;
|
||||
@@ -3082,6 +3157,19 @@
|
||||
}
|
||||
}
|
||||
|
||||
<!-- Log Material Modal JS -->
|
||||
<script src="/js/log-material.js"></script>
|
||||
<script>
|
||||
(function () {
|
||||
const inventoryItems = @Html.Raw(ViewBag.InventoryItemsForModal ?? "[]");
|
||||
const jobPowderIds = @Html.Raw(ViewBag.JobPowderIds ?? "[]");
|
||||
const jobId = @Model.Id;
|
||||
const logUrl = '@Url.Action("LogMaterial", "Jobs")';
|
||||
const token = document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
|
||||
window.__logMaterial = { inventoryItems, jobPowderIds, jobId, logUrl, token };
|
||||
})();
|
||||
</script>
|
||||
|
||||
<!-- Save as Template Modal -->
|
||||
<div class="modal fade" id="saveTemplateModal" tabindex="-1" aria-labelledby="saveTemplateModalLabel" aria-hidden="true">
|
||||
<div class="modal-dialog">
|
||||
|
||||
@@ -2,8 +2,21 @@
|
||||
@{
|
||||
var emailDefault = ViewBag.EmailDefaultOnComplete == true;
|
||||
var preLoggedPowder = ViewBag.PreLoggedPowder as Dictionary<int, decimal> ?? new Dictionary<int, decimal>();
|
||||
// Track remaining credit per InventoryItemId as we allocate it across coat rows
|
||||
var remainingCredit = preLoggedPowder.ToDictionary(kv => kv.Key, kv => kv.Value);
|
||||
|
||||
// Group all coats by inventory item so we ask once per powder color, not once per item/coat
|
||||
var powderGroups = (Model.Items ?? new List<PowderCoating.Application.DTOs.Job.JobItemDto>())
|
||||
.SelectMany(i => i.Coats ?? new List<PowderCoating.Application.DTOs.Job.JobItemCoatDto>())
|
||||
.Where(c => c.InventoryItemId.HasValue)
|
||||
.GroupBy(c => c.InventoryItemId!.Value)
|
||||
.Select(g => new {
|
||||
InventoryItemId = g.Key,
|
||||
ColorName = g.First().ColorName,
|
||||
ColorCode = g.First().ColorCode,
|
||||
TotalEstimatedLbs = g.Sum(c => c.PowderToOrder ?? 0m),
|
||||
PreLogged = preLoggedPowder.GetValueOrDefault(g.Key, 0m)
|
||||
})
|
||||
.OrderBy(g => g.ColorName)
|
||||
.ToList();
|
||||
}
|
||||
<div class="modal fade" id="completeJobModal" tabindex="-1">
|
||||
<div class="modal-dialog modal-dialog-centered modal-lg">
|
||||
@@ -27,102 +40,59 @@
|
||||
<div class="form-text">Enter the total time in hours (e.g., 2.5 for 2 hours 30 minutes)</div>
|
||||
</div>
|
||||
|
||||
@if (Model.Items != null && Model.Items.Any())
|
||||
@if (powderGroups.Any())
|
||||
{
|
||||
<div class="mb-3">
|
||||
<h6 class="fw-semibold mb-3">
|
||||
<h6 class="fw-semibold mb-1">
|
||||
<i class="bi bi-palette me-1 text-primary"></i>Actual Powder Usage
|
||||
</h6>
|
||||
<p class="text-muted small mb-3">Enter total lbs used per powder color for the entire job.</p>
|
||||
<div class="table-responsive">
|
||||
<table class="table table-sm table-hover">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>Item</th>
|
||||
<th>Coat</th>
|
||||
<th>Color</th>
|
||||
<th>Color / Powder</th>
|
||||
<th class="text-end">Estimated (lbs)</th>
|
||||
<th>Actual (lbs)</th>
|
||||
<th style="width:150px">Actual Used (lbs)</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@{
|
||||
var coatIndex = 0;
|
||||
}
|
||||
@foreach (var item in Model.Items)
|
||||
@for (int i = 0; i < powderGroups.Count; i++)
|
||||
{
|
||||
if (item.Coats != null && item.Coats.Any())
|
||||
{
|
||||
foreach (var coat in item.Coats.OrderBy(c => c.Sequence))
|
||||
{
|
||||
<tr>
|
||||
<td>
|
||||
<small>@item.Description</small>
|
||||
@if (item.Quantity > 1)
|
||||
{
|
||||
<span class="badge bg-secondary ms-1">×@item.Quantity</span>
|
||||
}
|
||||
</td>
|
||||
<td><span class="badge bg-secondary">@coat.CoatName</span></td>
|
||||
<td>
|
||||
@if (!string.IsNullOrEmpty(coat.ColorName))
|
||||
{
|
||||
<small>
|
||||
@coat.ColorName
|
||||
@if (!string.IsNullOrEmpty(coat.ColorCode))
|
||||
{
|
||||
<span class="text-muted">(@coat.ColorCode)</span>
|
||||
}
|
||||
</small>
|
||||
}
|
||||
</td>
|
||||
<td class="text-end">
|
||||
<small class="text-muted">@((coat.PowderToOrder ?? 0).ToString("0.##"))</small>
|
||||
</td>
|
||||
<td>
|
||||
@{
|
||||
decimal preFilledLbs = 0m;
|
||||
if (coat.InventoryItemId.HasValue && remainingCredit.TryGetValue(coat.InventoryItemId.Value, out var availCredit) && availCredit > 0)
|
||||
{
|
||||
preFilledLbs = availCredit;
|
||||
remainingCredit[coat.InventoryItemId.Value] = 0m;
|
||||
}
|
||||
}
|
||||
<input type="hidden" name="CoatUsages[@coatIndex].JobItemCoatId" value="@coat.Id" />
|
||||
<input type="number"
|
||||
class="form-control form-control-sm"
|
||||
name="CoatUsages[@coatIndex].ActualPowderUsedLbs"
|
||||
step="0.01" min="0" placeholder="0.00"
|
||||
value="@(preFilledLbs > 0 ? preFilledLbs.ToString("0.##") : "")"
|
||||
style="max-width: 120px;">
|
||||
@if (preFilledLbs > 0)
|
||||
{
|
||||
<small class="text-success d-block mt-1">
|
||||
<i class="bi bi-check-circle me-1"></i>Already logged — inventory adjusted
|
||||
</small>
|
||||
}
|
||||
</td>
|
||||
</tr>
|
||||
coatIndex++;
|
||||
}
|
||||
}
|
||||
else
|
||||
{
|
||||
<tr class="table-secondary">
|
||||
<td colspan="5">
|
||||
<small class="text-muted fst-italic">
|
||||
<i class="bi bi-info-circle me-1"></i>
|
||||
@item.Description — No coat information available (legacy job item)
|
||||
var pg = powderGroups[i];
|
||||
<tr>
|
||||
<td>
|
||||
<span class="fw-semibold">@pg.ColorName</span>
|
||||
@if (!string.IsNullOrEmpty(pg.ColorCode))
|
||||
{
|
||||
<small class="text-muted ms-1">(@pg.ColorCode)</small>
|
||||
}
|
||||
</td>
|
||||
<td class="text-end text-muted small align-middle">
|
||||
@pg.TotalEstimatedLbs.ToString("0.##")
|
||||
</td>
|
||||
<td>
|
||||
<input type="hidden" name="PowderUsages[@i].InventoryItemId" value="@pg.InventoryItemId" />
|
||||
<input type="number"
|
||||
class="form-control form-control-sm"
|
||||
name="PowderUsages[@i].ActualPowderUsedLbs"
|
||||
step="0.01" min="0" placeholder="0.00"
|
||||
value="@(pg.PreLogged > 0 ? pg.PreLogged.ToString("0.##") : "")">
|
||||
@if (pg.PreLogged > 0)
|
||||
{
|
||||
<small class="text-success d-block mt-1">
|
||||
<i class="bi bi-check-circle me-1"></i>@pg.PreLogged.ToString("0.##") lbs already logged
|
||||
</small>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
}
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<div class="alert alert-info alert-permanent mb-0">
|
||||
<i class="bi bi-info-circle me-2"></i>
|
||||
<small>Pre-filled values were already logged via scan — inventory is already adjusted for those. You can edit the amount; only the difference will be applied to inventory.</small>
|
||||
<small>Pre-filled values were already logged via scan — inventory is already adjusted for those. You can edit the amount; only the difference will be applied.</small>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@@ -1067,8 +1067,7 @@
|
||||
var hasEquipment = User.HasClaim("Permission", "ManageEquipment") || User.IsInRole("SuperAdmin");
|
||||
var hasMaintenance = User.HasClaim("Permission", "ManageMaintenance") || User.IsInRole("SuperAdmin");
|
||||
var hasFinance = _isAdminOrManager || User.HasClaim("Permission", "ManageFinance");
|
||||
var hasShopWorkers = _isAdminOrManager || User.HasClaim("Permission", "ManageShopWorkers");
|
||||
var hasReports = _isAdminOrManager || User.HasClaim("Permission", "ViewReports");
|
||||
var hasReports = _isAdminOrManager || User.HasClaim("Permission", "ViewReports");
|
||||
var showOperations = hasCustomers || hasQuotes || hasInvoices || hasJobs || hasCalendar;
|
||||
var showInventorySection = hasInventory || hasVendors;
|
||||
var showEquipmentSection = hasEquipment || hasMaintenance;
|
||||
|
||||
@@ -12,8 +12,7 @@ document.addEventListener('DOMContentLoaded', function () {
|
||||
setupCsvImportForm('csvImportMaintenanceForm', 'csvMaintenanceFile', 'csvImportMaintenanceBtn', '/Tools/CsvImportMaintenance', 'csvMaintenanceResults');
|
||||
setupCsvImportForm('csvImportSettingsForm', 'csvSettingsFile', 'csvImportSettingsBtn', '/Tools/CsvImportCompanySettings', 'csvSettingsResults');
|
||||
setupCsvImportForm('csvImportVendorsForm', 'csvVendorsFile', 'csvImportVendorsBtn', '/Tools/CsvImportVendors', 'csvVendorsResults');
|
||||
setupCsvImportForm('csvImportShopWorkersForm', 'csvShopWorkersFile', 'csvImportShopWorkersBtn', '/Tools/CsvImportShopWorkers', 'csvShopWorkersResults');
|
||||
setupCsvImportForm('csvImportPrepServicesForm', 'csvPrepServicesFile', 'csvImportPrepServicesBtn', '/Tools/CsvImportPrepServices', 'csvPrepServicesResults');
|
||||
setupCsvImportForm('csvImportPrepServicesForm', 'csvPrepServicesFile', 'csvImportPrepServicesBtn', '/Tools/CsvImportPrepServices', 'csvPrepServicesResults');
|
||||
});
|
||||
|
||||
function setupCsvImportForm(formId, fileInputId, submitBtnId, actionUrl, resultsId) {
|
||||
|
||||
@@ -0,0 +1,285 @@
|
||||
/**
|
||||
* Log Material Usage modal — job details page.
|
||||
* Reads config from window.__logMaterial injected inline by the view.
|
||||
*/
|
||||
(function () {
|
||||
let _items = [];
|
||||
let _jobPowderIds = new Set();
|
||||
let _modal = null;
|
||||
|
||||
// ── Combobox state ────────────────────────────────────────────────────────
|
||||
let _selectedItemId = 0;
|
||||
|
||||
function lmComboInput() {
|
||||
const q = document.getElementById('lmItemSearch')?.value?.toLowerCase() || '';
|
||||
lmComboRender(q);
|
||||
lmComboShow();
|
||||
_selectedItemId = 0;
|
||||
document.getElementById('lmItemBalance').classList.add('d-none');
|
||||
lmOnQtyInput();
|
||||
}
|
||||
|
||||
function lmComboOpen() {
|
||||
const q = document.getElementById('lmItemSearch')?.value?.toLowerCase() || '';
|
||||
lmComboRender(q);
|
||||
lmComboShow();
|
||||
}
|
||||
|
||||
function lmComboToggle() {
|
||||
const dd = document.getElementById('lmItemDropdown');
|
||||
if (!dd) return;
|
||||
if (dd.style.display === 'none' || !dd.style.display) {
|
||||
lmComboOpen();
|
||||
document.getElementById('lmItemSearch')?.focus();
|
||||
} else {
|
||||
lmComboClose();
|
||||
}
|
||||
}
|
||||
|
||||
function lmMakeRow(it) {
|
||||
const display = (it.manufacturer ? escLm(it.manufacturer) + ' – ' : '') +
|
||||
escLm(it.name) +
|
||||
(it.unitOfMeasure ? ' <span class="text-muted" style="font-size:.82rem;">(' + escLm(it.unitOfMeasure) + ')</span>' : '');
|
||||
const label = (it.manufacturer ? it.manufacturer + ' - ' : '') +
|
||||
it.name +
|
||||
(it.unitOfMeasure ? ' (' + it.unitOfMeasure + ')' : '');
|
||||
return `<div class="lm-item-opt" style="padding:.35rem .75rem;font-size:.875rem;cursor:pointer;"
|
||||
data-id="${it.id}"
|
||||
data-qty="${it.quantityOnHand}"
|
||||
data-uom="${escLm(it.unitOfMeasure || '')}"
|
||||
data-label="${escLm(label)}"
|
||||
onmousedown="event.preventDefault(); lmComboSelect(this)"
|
||||
onmouseenter="this.style.background='#f0f4ff'"
|
||||
onmouseleave="this.classList.contains('lm-active') ? null : this.style.background=''">
|
||||
${display}
|
||||
</div>`;
|
||||
}
|
||||
|
||||
function lmComboRender(query) {
|
||||
const dd = document.getElementById('lmItemDropdown');
|
||||
if (!dd) return;
|
||||
const filtered = query
|
||||
? _items.filter(it => it.name.toLowerCase().includes(query) ||
|
||||
(it.manufacturer && it.manufacturer.toLowerCase().includes(query)) ||
|
||||
(it.unitOfMeasure && it.unitOfMeasure.toLowerCase().includes(query)))
|
||||
: _items;
|
||||
if (filtered.length === 0) {
|
||||
dd.innerHTML = '<div class="px-3 py-2 text-muted small">No items match.</div>';
|
||||
return;
|
||||
}
|
||||
|
||||
const jobItems = filtered.filter(it => _jobPowderIds.has(it.id));
|
||||
const otherItems = filtered.filter(it => !_jobPowderIds.has(it.id));
|
||||
|
||||
let html = '';
|
||||
if (jobItems.length > 0) {
|
||||
html += '<div class="px-3 py-1 text-muted" style="font-size:.72rem;letter-spacing:.04em;text-transform:uppercase;background:#f8f9fa;border-bottom:1px solid #dee2e6;">This Job</div>';
|
||||
html += jobItems.map(lmMakeRow).join('');
|
||||
if (otherItems.length > 0) {
|
||||
html += '<div style="height:1px;background:#dee2e6;margin:.25rem 0;"></div>';
|
||||
html += '<div class="px-3 py-1 text-muted" style="font-size:.72rem;letter-spacing:.04em;text-transform:uppercase;background:#f8f9fa;border-bottom:1px solid #dee2e6;">All Inventory</div>';
|
||||
}
|
||||
}
|
||||
html += otherItems.map(lmMakeRow).join('');
|
||||
dd.innerHTML = html;
|
||||
}
|
||||
|
||||
function lmComboShow() {
|
||||
const dd = document.getElementById('lmItemDropdown');
|
||||
const anchor = document.getElementById('lmItemSearch');
|
||||
if (!dd || !anchor) return;
|
||||
const rect = anchor.closest('.input-group').getBoundingClientRect();
|
||||
dd.style.position = 'fixed';
|
||||
dd.style.top = (rect.bottom + 2) + 'px';
|
||||
dd.style.left = rect.left + 'px';
|
||||
dd.style.width = rect.width + 'px';
|
||||
dd.style.display = 'block';
|
||||
}
|
||||
|
||||
function lmComboClose() {
|
||||
const dd = document.getElementById('lmItemDropdown');
|
||||
if (dd) dd.style.display = 'none';
|
||||
}
|
||||
|
||||
window.lmComboSelect = function (el) {
|
||||
_selectedItemId = parseInt(el.dataset.id) || 0;
|
||||
document.getElementById('lmItemSearch').value = el.dataset.label;
|
||||
lmComboClose();
|
||||
|
||||
const qty = parseFloat(el.dataset.qty) || 0;
|
||||
const uom = el.dataset.uom;
|
||||
const balDiv = document.getElementById('lmItemBalance');
|
||||
balDiv.textContent = 'Current stock: ' + qty.toFixed(2) + (uom ? ' ' + uom : '');
|
||||
balDiv.classList.remove('d-none');
|
||||
lmOnQtyInput();
|
||||
};
|
||||
|
||||
window.lmComboInput = lmComboInput;
|
||||
window.lmComboOpen = lmComboOpen;
|
||||
window.lmComboToggle = lmComboToggle;
|
||||
|
||||
window.lmComboKey = function (event) {
|
||||
const dd = document.getElementById('lmItemDropdown');
|
||||
if (!dd || dd.style.display === 'none') {
|
||||
if (event.key === 'ArrowDown' || event.key === 'Enter') {
|
||||
event.preventDefault();
|
||||
lmComboOpen();
|
||||
}
|
||||
return;
|
||||
}
|
||||
const opts = Array.from(dd.querySelectorAll('.lm-item-opt'));
|
||||
let idx = opts.findIndex(o => o.classList.contains('lm-active'));
|
||||
if (event.key === 'ArrowDown') {
|
||||
event.preventDefault();
|
||||
idx = Math.min(idx + 1, opts.length - 1);
|
||||
opts.forEach(o => { o.classList.remove('lm-active'); o.style.background = ''; });
|
||||
if (opts[idx]) { opts[idx].classList.add('lm-active'); opts[idx].style.background = '#e8eeff'; opts[idx].scrollIntoView({ block: 'nearest' }); }
|
||||
} else if (event.key === 'ArrowUp') {
|
||||
event.preventDefault();
|
||||
idx = Math.max(idx - 1, 0);
|
||||
opts.forEach(o => { o.classList.remove('lm-active'); o.style.background = ''; });
|
||||
if (opts[idx]) { opts[idx].classList.add('lm-active'); opts[idx].style.background = '#e8eeff'; opts[idx].scrollIntoView({ block: 'nearest' }); }
|
||||
} else if (event.key === 'Enter') {
|
||||
event.preventDefault();
|
||||
const active = dd.querySelector('.lm-active') || opts[0];
|
||||
if (active) active.dispatchEvent(new MouseEvent('mousedown'));
|
||||
} else if (event.key === 'Escape') {
|
||||
lmComboClose();
|
||||
}
|
||||
};
|
||||
|
||||
function escLm(s) {
|
||||
return String(s).replace(/&/g, '&').replace(/</g, '<').replace(/>/g, '>').replace(/"/g, '"');
|
||||
}
|
||||
|
||||
// ── Quantity / label logic ────────────────────────────────────────────────
|
||||
|
||||
function lmOnQtyInput() {
|
||||
const method = document.querySelector('input[name="lmEntryMethod"]:checked')?.value;
|
||||
if (method !== 'remaining') {
|
||||
document.getElementById('lmComputedUsed').classList.add('d-none');
|
||||
return;
|
||||
}
|
||||
if (!_selectedItemId) {
|
||||
document.getElementById('lmComputedUsed').classList.add('d-none');
|
||||
return;
|
||||
}
|
||||
const item = _items.find(it => it.id === _selectedItemId);
|
||||
const onHand = item ? (parseFloat(item.quantityOnHand) || 0) : 0;
|
||||
const remaining = parseFloat(document.getElementById('lmQuantity').value) || 0;
|
||||
const used = onHand - remaining;
|
||||
const computedDiv = document.getElementById('lmComputedUsed');
|
||||
computedDiv.textContent = 'Usage = ' + onHand.toFixed(2) + ' − ' + remaining.toFixed(2) + ' = ' + used.toFixed(2) + (item?.unitOfMeasure ? ' ' + item.unitOfMeasure : '');
|
||||
computedDiv.classList.remove('d-none');
|
||||
}
|
||||
|
||||
window.lmUpdateQuantityLabel = function () {
|
||||
const method = document.querySelector('input[name="lmEntryMethod"]:checked')?.value;
|
||||
document.getElementById('lmQtyLabel').innerHTML =
|
||||
(method === 'remaining' ? 'Quantity Remaining' : 'Quantity Used') +
|
||||
' <span class="text-danger">*</span>';
|
||||
lmOnQtyInput();
|
||||
};
|
||||
|
||||
// ── Modal open / save ─────────────────────────────────────────────────────
|
||||
|
||||
window.openLogMaterialModal = function () {
|
||||
_selectedItemId = 0;
|
||||
document.getElementById('lmItemSearch').value = '';
|
||||
document.getElementById('lmItemBalance').classList.add('d-none');
|
||||
document.getElementById('lmQuantity').value = '';
|
||||
document.getElementById('lmComputedUsed').classList.add('d-none');
|
||||
document.getElementById('lmTransactionType').value = 'JobUsage';
|
||||
document.getElementById('lmNotes').value = '';
|
||||
document.getElementById('lmAlert').classList.add('d-none');
|
||||
document.getElementById('lmSaveBtn').disabled = false;
|
||||
document.getElementById('lmMethodUsed').checked = true;
|
||||
window.lmUpdateQuantityLabel();
|
||||
lmComboClose();
|
||||
if (_modal) _modal.show();
|
||||
};
|
||||
|
||||
window.lmSave = async function () {
|
||||
const cfg = window.__logMaterial;
|
||||
const alertEl = document.getElementById('lmAlert');
|
||||
|
||||
function showError(msg) {
|
||||
alertEl.className = 'alert alert-danger alert-permanent';
|
||||
alertEl.textContent = msg;
|
||||
alertEl.classList.remove('d-none');
|
||||
}
|
||||
|
||||
if (!_selectedItemId) { showError('Please select an inventory item.'); return; }
|
||||
|
||||
const qtyInput = parseFloat(document.getElementById('lmQuantity').value) || 0;
|
||||
if (qtyInput <= 0) { showError('Please enter a quantity greater than zero.'); return; }
|
||||
|
||||
const method = document.querySelector('input[name="lmEntryMethod"]:checked')?.value;
|
||||
let quantityUsed = qtyInput;
|
||||
if (method === 'remaining') {
|
||||
const item = _items.find(it => it.id === _selectedItemId);
|
||||
const onHand = item ? (parseFloat(item.quantityOnHand) || 0) : 0;
|
||||
quantityUsed = onHand - qtyInput;
|
||||
if (quantityUsed <= 0) {
|
||||
showError('Remaining quantity cannot be equal to or greater than the current stock (' + onHand.toFixed(2) + ').');
|
||||
return;
|
||||
}
|
||||
}
|
||||
|
||||
const btn = document.getElementById('lmSaveBtn');
|
||||
btn.disabled = true;
|
||||
alertEl.classList.add('d-none');
|
||||
|
||||
try {
|
||||
const resp = await fetch(cfg.logUrl, {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
'Content-Type': 'application/json',
|
||||
'RequestVerificationToken': cfg.token
|
||||
},
|
||||
body: JSON.stringify({
|
||||
jobId: cfg.jobId,
|
||||
inventoryItemId: _selectedItemId,
|
||||
quantityUsed: quantityUsed,
|
||||
transactionType: document.getElementById('lmTransactionType').value,
|
||||
notes: document.getElementById('lmNotes').value.trim() || null
|
||||
})
|
||||
});
|
||||
const data = await resp.json();
|
||||
if (data.success) {
|
||||
if (_modal) _modal.hide();
|
||||
window.location.reload();
|
||||
} else {
|
||||
showError(data.message || 'An error occurred.');
|
||||
btn.disabled = false;
|
||||
}
|
||||
} catch {
|
||||
showError('Network error. Please try again.');
|
||||
btn.disabled = false;
|
||||
}
|
||||
};
|
||||
|
||||
// ── Init ──────────────────────────────────────────────────────────────────
|
||||
|
||||
function init() {
|
||||
const cfg = window.__logMaterial;
|
||||
if (!cfg) return;
|
||||
|
||||
_items = cfg.inventoryItems || [];
|
||||
_jobPowderIds = new Set(cfg.jobPowderIds || []);
|
||||
_modal = new bootstrap.Modal(document.getElementById('logMaterialModal'));
|
||||
|
||||
document.getElementById('lmQuantity').addEventListener('input', lmOnQtyInput);
|
||||
|
||||
// Close dropdown when clicking outside
|
||||
document.addEventListener('click', function (e) {
|
||||
if (!e.target.closest('#lmItemSearch') &&
|
||||
!e.target.closest('#lmItemDropdown') &&
|
||||
!e.target.closest('#lmItemDropdownToggle')) {
|
||||
lmComboClose();
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
document.addEventListener('DOMContentLoaded', init);
|
||||
})();
|
||||
Reference in New Issue
Block a user